Integration
Connect PostStack and Pipeliner Crm
When something happens in PostStack or Pipeliner Crm, your agent does the next thing in the other. Describe it 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 PostStack and Pipeliner Crm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 PostStack and Pipeliner Crm can do together
From PostStack to Pipeliner Crm
When Contact Updated (instant) in PostStack
then Add contact in Pipeliner Crm
From Pipeliner Crm to PostStack
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 PostStack and Pipeliner Crm
Triggers and actions 11 triggers · 60 actions
- Contact Deleted (instant)
Fires when a contact is deleted (event: contact.deleted).
- Contact Updated (instant)
Fires when a contact is updated (event: contact.updated).
- Email Bounced (instant)
Fires when an email bounces (event: email.bounced).
- Email Delivered (instant)
Fires when an email is delivered (event: email.delivered).
- New Contact (instant)
Fires when a contact is created (event: contact.created).
- New Inbound Email
Polls for newly received inbound emails.
- New Sent Email (instant)
Fires when an email is sent (event: email.sent).
- Add a broadcast
Create a new marketing broadcast.
- Add a contact
Create a new contact.
- Add a segment
Create a new manual contact segment.
- Add a template
Create a new email template.
- Add contacts to segment
Add contacts to an existing segment.
- Add suppression
Add an address to the suppression list.
- Cancel broadcast
Cancel an in-flight broadcast.
- Cancel email
Cancel a scheduled or queued email before it sends.
- Delete a contact
Delete a contact.
- Delete a template
Delete an email template.
- Get a contact
Fetch one contact by ID.
- Get a template
Fetch one email template by ID.
- Get broadcast
Retrieve one broadcast by its public id, including the HTML and text bodies that the list endpoint omits.
- Get email
Fetch one sent or queued email by ID.
- Get email events
Get the delivery event timeline for one email.
- Get inbound email
Fetch one received inbound email by ID.
- Import contacts
Bulk-import a CSV list of contacts.
- List broadcasts
List marketing broadcasts.
- List contacts
List contacts in the account.
- List emails
List sent, queued, and scheduled emails.
- List inbound emails
List emails received via inbound parsing.
- List segments
List contact segments.
- List suppressed addresses
List addresses on the suppression list.
- List templates
List email templates.
- Send an email
Send a transactional email through PostStack.
- Send broadcast
Start sending a broadcast to its recipients.
- Send emails in batch
Send up to 100 emails in a single request.
- Update a contact
Update an existing contact's fields.
- Update a template
Update an email template, creating a new version.
- Update email
Reschedule a queued email's send time.
- Validate email address
Check whether an email address is valid and deliverable.
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- Find opportunities
Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates an existing task by ID
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
PostStack and Pipeliner Crm, answered
What can start an automation from PostStack?
Any of PostStack's 7 triggers in the catalog, including Contact Updated (instant), New Contact (instant), New Inbound Email and New Sent Email (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipeliner Crm when something happens in PostStack?
Any of Pipeliner Crm's 29 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipeliner Crm to PostStack?
Yes. When something happens in Pipeliner Crm, your agent can act in PostStack too. This page covers both directions: Pipeliner Crm's triggers and PostStack's actions are listed here as well.
Do I have to build a connector for PostStack or Pipeliner Crm?
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.