Integration
Connect BlueSuite and Pipeliner
When New Invoice fires in BlueSuite, your agent runs Add contact in Pipeliner, or New account in Pipeliner to Add contact in BlueSuite. 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 BlueSuite and Pipeliner 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 BlueSuite and Pipeliner can do together
From BlueSuite to Pipeliner
When New Invoice in BlueSuite
then Add contact in Pipeliner
When New Job in BlueSuite
then Add lead in Pipeliner
From Pipeliner to BlueSuite
When New account in Pipeliner
then Add contact in BlueSuite
When New contact in Pipeliner
then Update contact in BlueSuite
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 BlueSuite and Pipeliner
Triggers and actions 12 triggers · 36 actions
Trigger
Invoice PaidTriggers when a BlueSuite invoice is moved to Paid.
Trigger
Invoice SentTriggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice.
Trigger
New InvoiceTriggers when a new invoice is created in your BlueSuite workspace.
Trigger
New JobTriggers when a new job is created in BlueSuite.
Trigger
New or Updated RequestTriggers when a request is created or updated in BlueSuite, depending on the event you choose.
Trigger
New QuoteTriggers when a new quote is created in BlueSuite.
Trigger
Quote AcceptedTriggers when a quote is accepted in BlueSuite.
Action
Add contactCreates a new contact (a person or company) in your BlueSuite workspace and returns the created contact.
Action
Add eventCreates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members.
Action
Add invoiceCreates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client.
Action
Add jobCreates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings.
Action
Add paymentRecords a payment or deposit against an invoice or quote in BlueSuite.
Action
Add quoteCreates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer.
Action
Get contactReturns a single BlueSuite contact by its ID, including its details and custom field values.
Action
Get eventReturns a single BlueSuite event, appointment, task or visit by its ID.
Action
Get invoiceReturns a single BlueSuite invoice by its ID, including line items, payment and balance information.
Action
Get jobReturns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields.
Action
Get quoteReturns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields.
Action
List contactsReturns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags.
Action
List invoicesReturns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses.
Action
List jobsReturns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text.
Action
List quotesReturns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text.
Action
Send test eventSends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record.
Action
Update contactUpdates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed.
Action
Update jobUpdates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed.
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.
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
More from BlueSuite
BlueSuite to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
BlueSuite to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
BlueSuite to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
BlueSuite to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
BlueSuite to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
BlueSuite to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Pipeliner
HubSpot to PipelinerHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to PipelinerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PipelinerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PipelinerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PipelinerMailchimp marketing automation and email platform.
Pipedrive to PipelinerPipedrive is a sales CRM and pipeline management tool.
Questions
BlueSuite and Pipeliner, answered
What can start an automation from BlueSuite?
Any of BlueSuite's 7 triggers in the catalog, including New Invoice, New Job, New or Updated Request and New Quote. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipeliner when something happens in BlueSuite?
Any of Pipeliner's 18 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 to BlueSuite?
Yes. When something happens in Pipeliner, your agent can act in BlueSuite too. This page covers both directions: Pipeliner's triggers and BlueSuite's actions are listed here as well.
Do I have to build a connector for BlueSuite or Pipeliner?
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 BlueSuite and Pipeliner 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.