App

Connect Pipeliner Crm to any app

Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.

Connects with an API keypipelinersales.com
4 triggers29 actions

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 to automate with Pipeliner Crm?

Ask the assistant

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Connect your AI client

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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)
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)

Popular

Pipeliner Crm with the apps people pair it with most

Pair it

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What your agent can do with Pipeliner Crm

Triggers and actions 4 triggers · 29 actions

  • Trigger
    New account

    Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.

  • Trigger
    New contact

    Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.

  • Trigger
    New lead

    Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.

  • Trigger
    New opportunity

    Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.

  • Action
    Add account

    Adds a new account

  • Action
    Add appointment

    Create an Appointment record.

  • Action
    Add contact

    Create a Contact record.

  • Action
    Add lead

    Adds a new lead

  • Action
    Add opportunity

    Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.

  • Action
    Add product

    Adds a new product

  • Action
    Add task

    Create a Task (Activity) record.

  • Action
    Delete account

    Deletes an account in Pipeliner CRM by its ID.

  • Action
    Delete contact

    Deletes a contact in Pipeliner CRM by its ID.

  • Action
    Delete lead

    Deletes a lead from Pipeliner CRM by its ID.

  • Action
    Delete opportunity

    Deletes an opportunity in Pipeliner CRM by its ID.

  • Action
    Find contacts

    Returns up to 100 contacts whose chosen field matches the specified value.

  • Action
    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).

  • Action
    Get account

    Returns a single Pipeliner CRM account by its id, including custom field values.

  • Action
    Get contact

    Retrieve a single Contact by id.

  • Action
    Get lead

    Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.

  • Action
    Get opportunity

    Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.

  • Action
    List accounts

    List/search Account records.

  • Action
    List appointments

    List Appointment records.

  • Action
    List contacts

    Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.

  • Action
    List leads

    Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.

  • Action
    List opportunities

    Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.

  • Action
    List products

    Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.

  • Action
    List tasks

    List Task (Activity) records.

  • Action
    Update account

    Updates an existing account by ID, including any custom account fields.

  • Action
    Update contact

    Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.

  • Action
    Update lead

    Updates an existing lead by ID

  • Action
    Update opportunity

    Updates an existing opportunity by ID

  • Action
    Update task

    Updates an existing task by ID

Reviews

What our customers say

Questions

Pipeliner Crm, answered

What can start an automation from Pipeliner Crm?

Any of Pipeliner Crm's 4 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 Pipeliner Crm?

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.

Which apps can Pipeliner Crm connect to?

Any app in the catalog; the list on this page pairs Pipeliner Crm with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.