Integration
Connect Balabook and Pipefy
When something happens in Balabook or Pipefy, 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 Balabook and Pipefy 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 Balabook and Pipefy can do together
From Balabook to Pipefy
When New Invoices in Balabook
then Create Card in Pipefy
When New Journal Entries in Balabook
then Create Record in Pipefy
From Pipefy to Balabook
When Moved Card in Pipefy
then Add bill in Balabook
When New Card in Pipefy
then Add invoice payment in Balabook
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 Balabook and Pipefy
Triggers and actions 8 triggers · 35 actions
Trigger
New InvoicesTriggers when a new invoice is created.
Trigger
New Journal EntriesTriggers when a new journal entry is created.
Action
Add billCreate a bill.
Action
Add invoice paymentRecord a payment on an invoice.
Action
Add journal entryCreate a journal entry.
Action
Create AccountCreates a new account in your company.
Action
Create EstimateCreates a new draft estimate in your company.
Action
Create ExpenseCreates a new draft expense in your company.
Action
Create InvoiceCreates a new draft invoice in your company.
Action
Create PartnerCreates the partner for the company.
Action
Create TransactionCreates a new draft transaction in your company.
Action
Delete invoiceDelete an invoice.
Action
Get accountGet an account with amounts.
Action
Get invoiceGet an invoice by id.
Action
Get partnerGet a partner by id.
Action
List accountsList accounts.
Action
List billsList bills.
Action
List estimatesList estimates.
Action
List invoicesList invoices.
Action
List journal entriesList journal entries.
Action
List transactionsList transactions.
Action
Update accountUpdate an account.
Action
Update estimateUpdate an estimate.
Action
Update expenseUpdate an expense.
Action
Update invoiceUpdate an invoice.
Action
Update partnerUpdate a partner.
Trigger
Done CardTriggers when a card is done.
Trigger
Moved CardTriggers when a card is moved.
Trigger
New CardTriggers when a new card is created.
Trigger
New Database RecordTriggers when a new record is created.
Trigger
Updated Card FieldTriggers when a card field is updated.
Trigger
Updated Record FieldTriggers when a record field is updated.
Action
Create CardCreates a card in a Pipefy pipe, filling in its start form fields.
Action
Create RecordCreates a new table record.
Action
Delete CardPermanently deletes a card from its pipe.
Action
Delete Database RecordDelete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation.
Action
Find CardReturns the cards in a pipe whose chosen field matches the specified value.
Action
Find Database RecordsFind a database records by title.
Action
Get CardRetrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values.
Action
Get Database RecordFetch a single database table record by ID via the GraphQL `table_record(id: ID)` query.
Action
Move CardMoves a Pipefy card to another phase of its pipe.
Action
Update Card FieldSets a new value on one field of an existing Pipefy card.
Action
Update Database RecordUpdate a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation.
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 Balabook
Balabook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Balabook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Balabook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Balabook to Google SheetsGoogle Sheets
Balabook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Balabook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Pipefy
HubSpot to PipefyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PipefyGoogle Sheets
Gmail to PipefyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PipefyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PipefyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PipefyMailchimp marketing automation and email platform.
Questions
Balabook and Pipefy, answered
What can start an automation from Balabook?
Any of Balabook's 2 triggers in the catalog, including New Invoices and New Journal Entries. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipefy when something happens in Balabook?
Any of Pipefy's 11 actions, including Create Card, Create Record, Update Card Field and Update Database Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipefy to Balabook?
Yes. When something happens in Pipefy, your agent can act in Balabook too. This page covers both directions: Pipefy's triggers and Balabook's actions are listed here as well.
Do I have to build a connector for Balabook or Pipefy?
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.