Integration
Connect Pipeliner and Simplero
When New account fires in Pipeliner, your agent runs Create or Update Contact in Simplero, or New Purchase in Simplero to Add contact in Pipeliner. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Pipeliner and Simplero to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Pipeliner and Simplero can do together
From Pipeliner to Simplero
When New account in Pipeliner
then Create or Update Contact in Simplero
When New contact in Pipeliner
then Update Contact in Simplero
From Simplero to Pipeliner
When New Purchase in Simplero
then Add contact in Pipeliner
When Tag Added to Contact in Simplero
then Update contact in Pipeliner
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Pipeliner and Simplero
Triggers and actions 7 triggers · 32 actions
Trigger
New accountFires when a new Account is created in Pipeliner.
Trigger
New contactFires when a new Contact is created in Pipeliner.
Trigger
New leadFires when a new Lead is created in Pipeliner.
Trigger
New opportunityFires when a new Opportunity is created in Pipeliner.
Trigger
Updated opportunityFires when an Opportunity is updated in Pipeliner.
Action
Add accountAdds a new account
Action
Add contactCreate a new Contact record.
Action
Add leadCreate a new Lead record.
Action
Add noteAdds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
Action
Add opportunityCreate a new Opportunity record.
Action
Add productCreate a new Product record.
Action
Delete accountDeletes a Pipeliner account by its id.
Action
Delete contactRemove Contact with given id.
Action
Find accounts by nameReturns up to 30 accounts whose name matches the specified name.
Action
Find contacts by emailReturns up to 30 contacts whose primary email matches the specified email.
Action
Get accountRetrieves a single account by its id.
Action
Get contactReturn Contact with given id.
Action
Get leadReturn Lead with given id.
Action
Get opportunityReturn Opportunity with given id.
Action
Update accountUpdate an existing Account record.
Action
Update contactUpdate an existing Contact record.
Action
Update leadUpdate an existing Lead record.
Action
Update opportunityUpdate an existing Opportunity record.
Trigger
New PurchaseTriggers when a new purchase is made in Simplero.
Trigger
Tag Added to ContactTriggers when a tag is added to a Simplero contact.
Action
Create or Update ContactCreates a Simplero contact, or updates the existing contact with that email.
Action
Find Contact by EmailFinds Simplero contacts by email address.
Action
Get ContactReturns one Simplero contact by ID.
Action
Issue Points for a ContactIssues points (credits) to a Simplero contact.
Action
List AutomationsReturns the automations in your Simplero account.
Action
List ListsReturns the email lists in your Simplero account.
Action
List ProductsReturns the products in your Simplero account.
Action
List TagsReturns the tags in your Simplero account.
Action
Remove Subscription From a ListUnsubscribes a Simplero contact from an email list.
Action
Remove Tag From ContactRemoves a tag from a Simplero contact.
Action
Start an Automation for Existing CustomerStarts a Simplero automation for an existing contact.
Action
Subscribe to a ListSubscribes a Simplero contact to an email list.
Action
Tag Existing ContactAdds a tag to an existing Simplero contact.
Action
Update ContactUpdates a Simplero contact's name, email or phone number.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Pipeliner and Simplero, answered
What can start an automation from Pipeliner?
Any of Pipeliner's 5 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Simplero when something happens in Pipeliner?
Any of Simplero's 14 actions, including Create or Update Contact, Update Contact, Find Contact by Email and Get Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplero to Pipeliner?
Yes. When something happens in Simplero, your agent can act in Pipeliner too. This page covers both directions: Simplero's triggers and Pipeliner's actions are listed here as well.
Do I have to build a connector for Pipeliner or Simplero?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Pipeliner and Simplero without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.