--- title: "Connect Caspio and Pipefy - APIANT.ai" description: "When \"New or Updated Record\" fires in Caspio, your agent runs \"Create Record\" in Pipefy, or \"Moved Card\" in Pipefy to \"Find Records\" in Caspio." canonical: "https://apiant.ai/connect/caspio-to-pipefy" --- # Connect Caspio and Pipefy When **New or Updated Record** fires in [Caspio](https://apiant.ai/connections/caspio), your agent runs **Create Record** in [Pipefy](https://apiant.ai/connections/pipefy), or **Moved Card** in Pipefy to **Find Records** in Caspio. Describe the whole flow and it is built, tested on every scenario and kept running. Caspio **4** triggers Caspio **4** actions Pipefy **6** triggers Pipefy **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Caspio and Pipefy to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Caspio and Pipefy can do together ### From Caspio to Pipefy - When **New or Updated Record** in Caspio then **Create Record** in Pipefy - When **New Record** in Caspio then **Update Database Record** in Pipefy ### From Pipefy to Caspio - When **Moved Card** in Pipefy then **Find Records** in Caspio - When **New Card** in Pipefy then **Find View Records** in 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 Pipefy ## Triggers and actions 10 triggers · 15 actions - Trigger **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. - Trigger **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. - Trigger **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,...}. - Trigger **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. - Action **Download File from Field** Download the file stored in an Attachment-type field of a specific record. Returns the raw file content. - Action **Find Records** Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records. - Action **Find View Records** Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit. - Action **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). - Trigger **Done Card** Triggers when a card is done. - Trigger **Moved Card** Triggers when a card is moved. - Trigger **New Card** Triggers when a new card is created. - Trigger **New Database Record** Triggers when a new record is created. - Trigger **Updated Card Field** Triggers when a card field is updated. - Trigger **Updated Record Field** Triggers when a record field is updated. - Action **Create Card** Creates a card in a Pipefy pipe, filling in its start form fields. - Action **Create Record** Creates a new table record. - Action **Delete Card** Permanently deletes a card from its pipe. - Action **Delete Database Record** Delete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation. - Action **Find Card** Returns the cards in a pipe whose chosen field matches the specified value. - Action **Find Database Records** Find a database records by title. - Action **Get Card** Retrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values. - Action **Get Database Record** Fetch a single database table record by ID via the GraphQL `table_record(id: ID)` query. - Action **Move Card** Moves a Pipefy card to another phase of its pipe. - Action **Update Card Field** Sets a new value on one field of an existing Pipefy card. - Action **Update Database Record** Update a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation. ## Each app on its own - [ **Caspio** Caspio is a low-code database platform for building online database applications.](https://apiant.ai/connections/caspio) - [ **Pipefy** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connections/pipefy) Reviews ## What our customers say ## More from Caspio - [ **Caspio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/caspio-to-salesforce) - [ **Caspio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/caspio-to-slack) - [ **Caspio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/caspio-to-stripe) - [ **Caspio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/caspio-to-shopify) - [ **Caspio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/caspio-to-quickbooks-online) - [ **Caspio to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/caspio-to-pipedrive) ## More into Pipefy - [ **GrowSurf to Pipefy** GrowSurf is referral software for B2C and B2B tech companies.](https://apiant.ai/connect/growsurf-to-pipefy) - [ **HubSpot to Pipefy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipefy) - [ **Google Sheets to Pipefy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pipefy) - [ **Gmail to Pipefy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipefy) - [ **Google Calendar to Pipefy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipefy) - [ **Google Drive to Pipefy** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipefy) Questions ## Caspio and Pipefy, answered ### ### What can start an automation from Caspio? Any of Caspio's 4 triggers in the catalog, including New or Updated Record, New Record, Updated Record and Deleted Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipefy when something happens in Caspio? 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 Caspio? Yes. When something happens in Pipefy, your agent can act in Caspio too. This page covers both directions: Pipefy's triggers and Caspio's actions are listed here as well. ### ### Do I have to build a connector for Caspio 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. ### ### Can my AI client use Caspio and Pipefy 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.