--- title: "Connect Common Room and Pipefile - APIANT.ai" description: "When \"Custom Fields List\" fires in Common Room, your agent runs \"Create Contact\" in Pipefile." canonical: "https://apiant.ai/connect/common-room-to-pipefile" --- # Connect Common Room and Pipefile When **Custom Fields List** fires in [Common Room](https://apiant.ai/connections/common-room), your agent runs **Create Contact** in [Pipefile](https://apiant.ai/connections/pipefile), or **File Request Created** in Pipefile to **Add Common Room Contact to Segment** in Common Room. Describe the whole flow and it is built, tested on every scenario and kept running. Common Room **2** triggers Common Room **11** actions Pipefile **1** trigger Pipefile **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Common Room and Pipefile 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 Common Room and Pipefile can do together ### From Common Room to Pipefile - When **Custom Fields List** in Common Room then **Create Contact** in Pipefile - When **Segment Status List** in Common Room then **Update Contact** in Pipefile ### From Pipefile to Common Room - When **File Request Created** in Pipefile then **Add Common Room Contact to Segment** in Common Room - When **File Request Created** in Pipefile then **Add or Update a Contact Custom Field** in Common Room 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 Common Room and Pipefile ## Triggers and actions 3 triggers · 21 actions - Trigger **Custom Fields List** Triggers when a new contact custom field is added to the Common Room community. - Trigger **Segment Status List** Triggers when a new status is added to the selected Common Room segment. - Action **Add Activity From Third Party Source** Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type. - Action **Add Common Room Contact to Segment** Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status. - Action **Add Organization From Third Party Source** Adds an organization to a Common Room API source, or updates the organization previously added with the same domain. - Action **Add or Update a Contact Custom Field** Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source. - Action **Add tag** Creates a tag in Common Room, or returns the existing tag if one with the same name already exists. - Action **Delete tag** Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted. - Action **Get tag** Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to. - Action **List activity types** Returns every activity type defined in your Common Room community, with its id and display name. - Action **List segments** Returns all segments in the Common Room community, with each segment's id and name. - Action **List tags** Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to. - Action **Update tag** Renames a tag or changes its description. A deleted tag is restored when it is updated. - Trigger **File Request Created** Triggers when a file request is created. - Action **Add File Request From Template** Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of. - Action **Create Contact** Add to contacts - Action **Delete Contact** Delete a contact by id. Returns 204 No Content on success. - Action **Get Contact** Retrieve one contact by id. - Action **Get File Request** Retrieve detailed information about one file request by id, including contents, items, files, and tracking events. - Action **List Contacts** Retrieve a paginated list of contacts, filterable by name/email/phone partial match. - Action **List File Request Templates** Retrieve the list of file request templates available for creating new file requests, with optional name search. - Action **Search File Requests** Finds all file requests matching this search query (contact name, email, tags, etc). - Action **Send Request** Create and send a new request - Action **Update Contact** Update name/email/phone of an existing contact by id. ## Each app on its own - [ **Common Room** Common Room is the intelligent community growth platform that helps you deepen relationships, build better...](https://apiant.ai/connections/common-room) - [ **Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connections/pipefile) Reviews ## What our customers say ## More from Common Room - [ **Common Room to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/common-room-to-hubspot) - [ **Common Room to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/common-room-to-salesforce) - [ **Common Room to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/common-room-to-slack) - [ **Common Room to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/common-room-to-google-sheets) - [ **Common Room to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/common-room-to-gmail) - [ **Common Room to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/common-room-to-google-calendar) ## More into Pipefile - [ **HubSpot to Pipefile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipefile) - [ **Instagram to Pipefile** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-pipefile) - [ **CM.com to Pipefile** CM.com — create excellent conversational customer experiences and turn any conversation into a conversion.](https://apiant.ai/connect/cm-com-to-pipefile) - [ **EARLY to Pipefile** EARLY is a Time Tracking App: Effortless, Smart, and Secure.](https://apiant.ai/connect/early-to-pipefile) - [ **Google Sheets to Pipefile** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pipefile) - [ **Gmail to Pipefile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipefile) Questions ## Common Room and Pipefile, answered ### ### What can start an automation from Common Room? Any of Common Room's 2 triggers in the catalog, including Custom Fields List and Segment Status List. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipefile when something happens in Common Room? Any of Pipefile's 10 actions, including Create Contact, Send Request, Update Contact and Add File Request From Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipefile to Common Room? Yes. When something happens in Pipefile, your agent can act in Common Room too. This page covers both directions: Pipefile's triggers and Common Room's actions are listed here as well. ### ### Do I have to build a connector for Common Room or Pipefile? 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 Common Room and Pipefile 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.