Integration
Connect Caspio and Pipedrive
When New Record fires in Caspio, your agent runs Create Lead in Pipedrive, or New Deal in Pipedrive to Find Records in Caspio. 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 Caspio 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 deals and contacts your sales team works; Caspio holds the operational records behind them, like accounts, orders and applications. Connecting them means a new Caspio record can become a Pipedrive lead or deal, and a new Pipedrive deal can be enriched with the matching Caspio row before anyone picks up the phone.
Example flows
What Caspio and Pipedrive can do together
From Caspio to Pipedrive
When New Record in Caspio
then Create Lead in Pipedrive
From Pipedrive to Caspio
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 Caspio and Pipedrive
Triggers and actions 10 triggers · 28 actions
- Deleted Record
Fires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
- New or Updated Record
Fires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
- New Record
Fires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId, ...}.
- Updated Record
Fires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
- Download File from Field
Download the file stored in an Attachment-type field of a specific record. Returns the raw file content.
- Find Records
Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records.
- Find View Records
Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit.
- Upload File to Field
Upload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type).
- 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
Caspio and Pipedrive, answered
Can a change in Caspio update an existing deal in Pipedrive?
Yes. The Updated Record trigger fires when a field value changes in the selected Caspio table, and the Update Deal action applies that change to the deal you name by ID, so a status change on an order row can move the deal along.
How does the agent find the right Caspio row for a Pipedrive deal?
Find Records queries a Caspio table with a WHERE filter, so it can match on organization name, email or an account number carried on the deal. Find View Records does the same against a saved view when the data spans several tables.
What can start an automation from Caspio?
Any of Caspio's 4 triggers in the catalog, including New Record, Updated Record, New or Updated Record and Deleted Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipedrive when something happens in Caspio?
Any of Pipedrive's 24 actions, including Create Lead, Update Deal, Create Activity and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipedrive to Caspio?
Yes. When something happens in Pipedrive, your agent can act in Caspio too. This page covers both directions: Pipedrive's triggers and Caspio's actions are listed here as well.
Do I have to build a connector for Caspio 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 Caspio 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.