Integration
Connect Commusoft and CRM PipeRun
When New Contact fires in Commusoft, your agent runs Add Deal in CRM PipeRun, or New Activity in CRM PipeRun to Create Scheduled Activity in Commusoft. 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 Commusoft and CRM PipeRun 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Commusoft and CRM PipeRun can do together
From Commusoft to CRM PipeRun
When New Contact in Commusoft
then Add Deal in CRM PipeRun
From CRM PipeRun to Commusoft
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 Commusoft and CRM PipeRun
Triggers and actions 15 triggers · 71 actions
- New Contact
Triggers when a new contact is added to a customer or work address.
- New Customer
Triggers when a new customer is created.
- New Diary
Triggers when a new diary appointment is booked.
- New Job
Triggers when a new job is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Scheduled Activity
Triggers when a new scheduled activity is created.
- New Work Address
Triggers when a new work address is created.
- Change Job Stage
Moves a job to another stage of a pipeline.
- Change Opportunity Stage
Moves an opportunity to another pipeline stage.
- Complete Scheduled Activity
Marks a scheduled activity as completed.
- Create Company
Creates a new company customer in Commusoft.
- Create Contact
Adds a contact person to a customer or work address.
- Create New Customer
Creates a new private customer in Commusoft with its primary contact and address.
- Create New Work Address
Creates a new work address under an existing customer.
- Create Opportunity
Creates a new sales opportunity at an existing customer or work address property.
- Create Scheduled Activity
Creates a task for office staff against a property, opportunity or job.
- Delete Appointment
Deletes a diary appointment.
- Delete Asset
Deletes an asset from a property.
- Delete Contact
Deletes a contact person.
- Delete Job
Deletes a job.
- Delete Opportunity
Deletes a sales opportunity.
- Delete Property
Deletes a customer, company or work address.
- Delete Scheduled Activity
Deletes a scheduled activity.
- Get Appointment
Returns one diary appointment by its ID.
- Get Asset
Returns one asset (e.g. a boiler) by its ID.
- Get Job
Returns one job by its ID.
- Get Opportunity
Returns one sales opportunity by its ID.
- Get Property
Returns one customer, company or work address by its ID.
- List Advertising Types
Returns the advertising types (lead sources).
- List Appointments
Returns diary appointments, optionally for one engineer or date range.
- List Asset Groups
Returns asset groups such as Boiler or Heat pump.
- List Assets
Returns assets recorded at properties.
- List Asset Types
Returns asset types within asset groups.
- List Business Units
Returns the business units.
- List Customer Types
Returns the customer types set up in Commusoft.
- List Files
Returns files saved against properties, opportunities or jobs.
- List Forms
Returns custom forms completed against jobs.
- List Job Description Templates
Returns the job description templates used when creating jobs.
- List Jobs
Returns jobs, optionally filtered by property, status or pipeline stage.
- List Opportunities
Returns sales opportunities, optionally filtered by property or pipeline stage.
- List Opportunity Pipelines
Returns active opportunity pipelines.
- List Opportunity Stages
Returns the stages of one opportunity pipeline.
- List Properties
Returns customers, companies and work addresses.
- List Property Contacts
Returns the contacts of a customer or work address.
- List Provinces
Returns the provinces/counties set up in Commusoft.
- List Scheduled Activities
Returns scheduled activities, optionally filtered by status or associated record.
- List Telephone Types
Returns the telephone types.
- List Titles
Returns the contact title options such as Mr and Mrs.
- List User Groups
Returns the user groups.
- Mark Job Aborted
Marks a job as aborted.
- Mark Job Complete
Marks a job as complete at the given date and time.
- Mark Job Free Of Charge
Marks a job as free of charge.
- Mark Job Uncompleted
Reopens a completed job.
- Put Job On Hold
Puts a job on hold for a given reason.
- Remove Job From Hold
Takes a job off hold.
- Update Company
Updates an existing company customer's details.
- Update Contact
Updates a contact person's details.
- Update Customer
Updates an existing private customer's contact and address details.
- Update Job
Updates an existing job's details such as description, notes, contacts, priority, quoted amount, business unit and user group.
- Update Opportunity
Updates an opportunity's notes, sales person and references.
- Update Scheduled Activity
Updates a scheduled activity's title, description and due date.
- Update Work Address
Updates a work address's contact and address details.
- Lost Deal
Triggers when a PipeRun deal is marked as lost.
- New Activity
Triggers when a new activity is created in PipeRun.
- New Company
Triggers when a new company is created in PipeRun.
- New Deal
Triggers when a new deal is created in PipeRun.
- New Items
Triggers when a new product, service or MRR item is created in PipeRun.
- New Person
Triggers when a new person (contact) is created in PipeRun.
- Updated Deal
Triggers when a deal in PipeRun is updated.
- Won Deal
Triggers when a PipeRun deal is marked as won.
- Add Deal
Creates a new deal in a PipeRun pipeline stage.
- Add note
Adds a note in PipeRun, optionally linked to a deal, company, person or call.
- Create Activity
Creates a new activity (task, call, meeting) in PipeRun.
- Create Company
Creates a new company in PipeRun.
- Create Item
Creates a new product, service or recurring (MRR) item in PipeRun.
- Create Person
Creates a new person (contact) in PipeRun.
- Create Proposal
Creates a new proposal on a PipeRun deal.
- Find companies
Searches companies in PipeRun by name, CNPJ, website, external code and other filters, returning the matching company records.
- Find deals
Finds deals (opportunities) in PipeRun matching the filters you supply, such as title, hash, status, pipeline, stage, owner, company or person.
- Find people
Searches people in PipeRun by name, CPF, company, job title or other filters and returns the matching people.
- Get deal
Returns the details of a single deal (opportunity) by its ID, optionally with related items, people, companies, custom forms and users.
- Update activity
Updates an existing activity in PipeRun, such as its title, status, owner, dates or linked people and companies.
- Update company
Updates an existing company in PipeRun. Only the fields you fill in are changed.
- Update deal
Updates an existing deal (opportunity) in PipeRun, changing only the fields you fill in, including its custom fields.
- Update item
Updates a product, service or recurring (MRR) item in your PipeRun catalog.
- Update person
Updates an existing person (contact) in PipeRun, including contact details, address, tags and custom fields.
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
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Questions
Commusoft and CRM PipeRun, answered
What can start an automation from Commusoft?
Any of Commusoft's 7 triggers in the catalog, including New Contact, New Customer, New Diary and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CRM PipeRun when something happens in Commusoft?
Any of CRM PipeRun's 16 actions, including Create Activity, Create Company, Create Item and Create Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CRM PipeRun to Commusoft?
Yes. When something happens in CRM PipeRun, your agent can act in Commusoft too. This page covers both directions: CRM PipeRun's triggers and Commusoft's actions are listed here as well.
Do I have to build a connector for Commusoft or CRM PipeRun?
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 Commusoft and CRM PipeRun 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.