--- title: "Connect GAIL and Pipefy - APIANT.ai" description: "When \"New Call in List\" fires in GAIL, your agent runs \"Create Record\" in Pipefy, or \"Moved Card\" in Pipefy to \"Add contact list\" in GAIL." canonical: "https://apiant.ai/connect/gail-to-pipefy" --- # Connect GAIL and Pipefy When **New Call in List** fires in [GAIL](https://apiant.ai/connections/gail), your agent runs **Create Record** in [Pipefy](https://apiant.ai/connections/pipefy), or **Moved Card** in Pipefy to **Add contact list** in GAIL. Describe the whole flow and it is built, tested on every scenario and kept running. GAIL **1** trigger GAIL **22** 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 GAIL 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 GAIL and Pipefy can do together ### From GAIL to Pipefy - When **New Call in List** in GAIL then **Create Record** in Pipefy - When **New Call in List** in GAIL then **Update Database Record** in Pipefy ### From Pipefy to GAIL - When **Moved Card** in Pipefy then **Add contact list** in GAIL - When **New Card** in Pipefy then **Add contacts to contact list** in GAIL 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 GAIL and Pipefy ## Triggers and actions 7 triggers · 33 actions - Trigger **New Call in List** Triggers when a new processed call appears in your organization's call list. - Action **Add contact list** Creates a new contact list in GAIL with a name and description. - Action **Add contacts to contact list** Adds one or more existing contacts to a contact list. - Action **Add contact to campaign** Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences. - Action **Add do not call entry** Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry. - Action **Agency Details** Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs. - Action **Create Contact** Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details. - Action **Delete do not call entry** Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again. - Action **Find Contact by Phone** Returns the contacts that match the specified phone number. - Action **Find conversations** Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user. - Action **Get call** Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found. - Action **Get call transcript** Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call. - Action **Get campaign** Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds. - Action **Get contact** Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found. - Action **Get conversation** Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data. - Action **List calls** Returns the identifiers of all processed calls in your organization, newest first. - Action **List campaigns** Returns all campaigns in the GAIL organization, including their status, sequences and contact lists. - Action **List contact lists** Returns all contact lists in your Gail account, optionally with the number of contacts in each. - Action **List contacts** Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email. - Action **Make Outbound Call** Starts a single outbound AI phone call to a phone number using a saved script or an inline script. - Action **Send SMS** Sends an SMS text message to a phone number from your GAIL account. - Action **Start campaign** Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status. - Action **Stop campaign** Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign. - 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 - [ **GAIL** GAIL is a tool built for the Financial Services industry that will help you sell more, serve Customers 24/7...](https://apiant.ai/connections/gail) - [ **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 GAIL - [ **GAIL to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gail-to-hubspot) - [ **GAIL to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gail-to-salesforce) - [ **GAIL to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gail-to-slack) - [ **GAIL to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/gail-to-google-sheets) - [ **GAIL to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gail-to-gmail) - [ **GAIL to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gail-to-google-calendar) ## 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 ## GAIL and Pipefy, answered ### ### What can start an automation from GAIL? Any of GAIL's 1 trigger in the catalog, including New Call in List. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipefy when something happens in GAIL? 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 GAIL? Yes. When something happens in Pipefy, your agent can act in GAIL too. This page covers both directions: Pipefy's triggers and GAIL's actions are listed here as well. ### ### Do I have to build a connector for GAIL 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 GAIL 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.