# Connect Pipeliner and Streamtime When **New account** fires in [Pipeliner](https://apiant.ai/connections/pipeliner), your agent runs **Create Contact** in [Streamtime](https://apiant.ai/connections/streamtime), or **Company Created** in Streamtime to **Add contact** in Pipeliner. Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner **5** triggers Pipeliner **18** actions Streamtime **8** triggers Streamtime **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipeliner and Streamtime to do together? Give your AI client this address. `https://mcp.apiant.ai` 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Pipeliner and Streamtime can do together ### From Pipeliner to Streamtime - When **New account** in Pipeliner then **Create Contact** in Streamtime - When **New contact** in Pipeliner then **Create Job Comment** in Streamtime ### From Streamtime to Pipeliner - When **Company Created** in Streamtime then **Add contact** in Pipeliner - When **Company Updated** in Streamtime then **Add lead** 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 Streamtime ## Triggers and actions 13 triggers · 35 actions - Trigger **New account** Fires when a new Account is created in Pipeliner. - Trigger **New contact** Fires when a new Contact is created in Pipeliner. - Trigger **New lead** Fires when a new Lead is created in Pipeliner. - Trigger **New opportunity** Fires when a new Opportunity is created in Pipeliner. - Trigger **Updated opportunity** Fires when an Opportunity is updated in Pipeliner. - Action **Add account** Adds a new account - Action **Add contact** Create a new Contact record. - Action **Add lead** Create a new Lead record. - Action **Add note** Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner. - Action **Add opportunity** Create a new Opportunity record. - Action **Add product** Create a new Product record. - Action **Delete account** Deletes a Pipeliner account by its id. - Action **Delete contact** Remove Contact with given id. - Action **Find accounts by name** Returns up to 30 accounts whose name matches the specified name. - Action **Find contacts by email** Returns up to 30 contacts whose primary email matches the specified email. - Action **Get account** Retrieves a single account by its id. - Action **Get contact** Return Contact with given id. - Action **Get lead** Return Lead with given id. - Action **Get opportunity** Return Opportunity with given id. - Action **Update account** Update an existing Account record. - Action **Update contact** Update an existing Contact record. - Action **Update lead** Update an existing Lead record. - Action **Update opportunity** Update an existing Opportunity record. - Trigger **Company Created** Triggers when a new company is created in Streamtime. - Trigger **Company Updated** Triggers when a company in Streamtime is created or any of its details change. - Trigger **Job Activity** Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job. - Trigger **Job Comment Created** Triggers when a new comment is posted on a Streamtime job. - Trigger **Job Created** Triggers when a new job is created in Streamtime. - Trigger **Label Added** Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen. - Trigger **Quote Approved** Triggers when a quote is approved in Streamtime. - Trigger **Quote Sent** Triggers when a quote is sent to a client in Streamtime. - Action **Add Label** Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime. - Action **Create Company** Creates a new company (client or supplier) in Streamtime. - Action **Create Contact** Creates a new contact under a company in Streamtime. - Action **Create Expense** Creates a logged expense against a job in Streamtime. - Action **Create Job Comment** Adds a comment to a Streamtime job's activity feed. - Action **Create Job Post** Creates a post in a job's activity feed in Streamtime. - Action **Create Personal ToDo** Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date. - Action **Find Branch** Finds Streamtime branches whose name or external name matches the given branch name. - Action **Find Company** Finds companies in Streamtime that match a search filter, such as a company name. - Action **Find Contact** Searches Streamtime contacts matching a filter and returns the matching contacts. - Action **Find Expense** Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition. - Action **Find Invoice** Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status. - Action **Find Job** Finds jobs that match a search filter, such as a job name or status condition. - Action **Find Quote** Searches Streamtime quotes matching a filter and returns the matching quotes. - Action **Find User** Finds users in your Streamtime organisation by email address or display name. - Action **Get ToDo** Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs. - Action **List Job Activity Entries** Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type. ## Each app on its own - [ **Pipeliner** CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting...](https://apiant.ai/connections/pipeliner) - [ **Streamtime** Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling...](https://apiant.ai/connections/streamtime) Reviews ## What our customers say ## More from Pipeliner - [ **Pipeliner to Tomorrow.io** Weather API providing real-time conditions, 14-day forecasts, and up to 20 years of historical weather data.](https://apiant.ai/connect/pipeliner-to-tomorrow-io) - [ **Pipeliner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-to-salesforce) - [ **Pipeliner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipeliner-to-slack) - [ **Pipeliner to Google Sheets** Google Sheets](https://apiant.ai/connect/pipeliner-to-google-sheets) - [ **Pipeliner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipeliner-to-stripe) - [ **Pipeliner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipeliner-to-shopify) ## More into Streamtime - [ **HubSpot to Streamtime** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-streamtime) - [ **Salesforce to Streamtime** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-streamtime) - [ **Slack to Streamtime** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-streamtime) - [ **Google Sheets to Streamtime** Google Sheets](https://apiant.ai/connect/google-sheets-to-streamtime) - [ **Gmail to Streamtime** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-streamtime) - [ **Google Calendar to Streamtime** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-streamtime) Questions ## Pipeliner and Streamtime, 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 Streamtime when something happens in Pipeliner? Any of Streamtime's 17 actions, including Create Company, Create Contact, Create Expense and Create Job Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Streamtime to Pipeliner? Yes. When something happens in Streamtime, your agent can act in Pipeliner too. This page covers both directions: Streamtime's triggers and Pipeliner's actions are listed here as well. ### ### Do I have to build a connector for Pipeliner or Streamtime? 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. ### ### 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.