Integration
Connect Booqable and Pipedrive
When Completed Payment fires in Booqable, your agent runs Create Deal in Pipedrive, or New Deal in Pipedrive to Create Customer in Booqable. 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 Booqable and Pipedrive 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)Pipedrive holds the sales side and Booqable holds the rentals, so the same customer ends up in both. Joining them means a reserved or stopped order in Booqable can create the deal, person, note or follow-up activity in Pipedrive, and a new deal or contact in Pipedrive can look up or create the matching Booqable customer.
Example flows
What Booqable and Pipedrive can do together
From Booqable to Pipedrive
When Completed Payment in Booqable
then Create Deal in Pipedrive
From Pipedrive to Booqable
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 Booqable and Pipedrive
Triggers and actions 14 triggers · 39 actions
- Completed Payment
Triggers when a payment is completed.
- Finalize Invoice
Triggers when an invoice is finalized.
- New Customer
Triggers when a new customer is added.
- New Product
Fires when a new product is created in the catalog.
- Reserved Order
Triggers when an order is reserved.
- Started Order
Triggers when an order is started.
- Stopped Order
Triggers when an order is stopped.
- Updated Order
Triggers when an order is updated.
- Create Coupon
Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
- Create Customer
Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
- Create Order
Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
- Find Customer - By ID
Returns one Booqable customer by its id, including the account's own customer custom fields.
- Find Customer - By Name or Email
Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
- Find Order - By ID
Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
- Find Product - By ID
Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
- List Customers
Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
- List Documents
Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
- List Locations
Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
- List Orders
Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
- List Payments
Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
- List Products
Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
- List Stock Items
Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
- Update Customer
Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
- Deal Won
Triggers when a deal is marked as won in Pipedrive.
- New Activity
Triggers when a new activity is created.
- New Deal
Triggers when a new deal is created.
- New Organization
Triggers when a new organization is added.
- New Person
Triggers when a new person (contact) is added.
- New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
- Create Activity
Creates a new activity (call, meeting, task, etc.).
- Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
- Create Lead
Creates a new lead. Returns the created lead.
- Create Note
Adds a new note to a deal, person, or organization.
- Create Organization
Adds a new organization. Returns the created organization.
- Create Person
Adds a new person (contact). Returns the created person.
- Delete Activity
Marks an activity as deleted.
- Delete Deal
Marks a deal as deleted.
- Delete Organization
Marks an organization as deleted.
- Delete Person
Marks a person as deleted.
- Get Deal
Returns the deal with the given ID.
- Get Organization
Returns the organization with the given ID.
- Get Person
Returns the person with the given ID.
- Get related deals for person
Returns deals having the specified status that are related to the specified person.
- Get stage ID by stage name
Returns the stage id if the stage name exists.
- Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
- Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
- Search Deals
Searches deals by term. Returns matching deals.
- Search Organizations
Searches organizations by term. Returns matching organizations.
- Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
- Update Activity
Updates an existing activity by ID.
- Update Deal
Updates an existing deal by ID.
- Update Organization
Updates an existing organization by ID.
- Update Person
Updates an existing person 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
Booqable and Pipedrive, answered
Will this create duplicate customers in Booqable or duplicate people in Pipedrive?
No, because the agent can search first: Search Persons in Pipedrive by name, email or phone, and Find Customer - By Name or Email in Booqable. The create step only runs when nothing matching comes back, and an existing Booqable customer can be updated instead.
Can rental details from a Booqable order show up on the Pipedrive deal?
Yes. A Booqable trigger such as Reserved Order or Completed Payment can be followed by Find Order - By ID to read the rental period and totals, then Create Note or Update Deal in Pipedrive so the sales team sees the rental information on the record.
What can start an automation from Booqable?
Any of Booqable's 8 triggers in the catalog, including Completed Payment, Reserved Order, Stopped Order and New Customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipedrive when something happens in Booqable?
Any of Pipedrive's 24 actions, including Create Activity, Create Note, Create Deal and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipedrive to Booqable?
Yes. When something happens in Pipedrive, your agent can act in Booqable too. This page covers both directions: Pipedrive's triggers and Booqable's actions are listed here as well.
Do I have to build a connector for Booqable or Pipedrive?
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 Booqable and Pipedrive 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.