Integration
Connect monday.com and PipelineDeals
When Any Column Value Changed in Board fires in monday.com, your agent runs Create deal in PipelineDeals, or Updated person lead status in PipelineDeals to Create Item in monday.com. 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 monday.com and PipelineDeals to do together?
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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)Example flows
What monday.com and PipelineDeals can do together
From monday.com to PipelineDeals
When Any Column Value Changed in Board in monday.com
then Create deal in PipelineDeals
From PipelineDeals to monday.com
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 monday.com and PipelineDeals
Triggers and actions 11 triggers · 54 actions
- Any Column Value Changed in Board
Triggers when any column's value is changed in the selected board.
- Item Moved to Group (Same or Different Board)
Triggers when an item is moved to a group (same or different board).
- New Board
Triggers when a new board is created.
- New Item in Board
Triggers when an item is created in a specific board.
- New Subitem on Board
Triggers when a new subitem on a specific board is created.
- New Update in Board
Triggers when a new update is posted on a board.
- New User
Triggers when a new user joins your monday.com account.
- Specific Columns Values Changed in Board
Triggers when one of the specified columns' value is changed in the selected board.
- Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
- Specific Subitem Column Value Changed in Board
Triggers when a specific column's value changes in a subitem within the selected board.
- Archive Board
Archives a board
- Archive Group
Archives a specific group in a board
- Archive Item
Archives an item
- Create Board
Creates a new board
- Create Column
Create a new column in board.
- Create Group
Creates a new group in a board
- Create Item
Create a new Item in a board
- Create Subitem
Create a new subitem in a item with column values
- Create Update
Create a new update.
- Delete Group
Delete a specific group from a board
- Delete Item
Delete an item from a board
- Duplicate Item
Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
- Find Items
Find items that match a specific value in a column
- Find Subitems
Finds the subitems of a specific item on the board
- Find User by Name
Search for a user by name using exact matching
- Get Board Values
Returns the data for a all columns in the specific board
- Get Column Values
Returns the data for a specific column in the board
- Get File Column Values
Returns the data for a specific file column in the board
- Get Group Details
Returns the group name for a specific board
- Get User Details
Returns the details for a specific user
- Group Position
Duplicate a group with its items
- List Boards
Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
- Move Item to Group
Move an item to a different group
- Update Item
Change multiple column values of an item
- Update Item Name
Update an item's name
- Update Subitem
Updates a update subitem on your board.
- Upload File to Specific Column
Upload File To Specific Column
- Updated person lead status
Triggered when a person is updated to the specified lead status. Polls people sorted by most-recently-updated and surfaces each person's lead status.
- Add or update person
Adds a new person if the email does not exist, otherwise updates the existing person.
- Add project
Creates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.
- Add tags to person
Adds one or more tags to a person (matched by email). Separate multiple tags with commas.
- Create company
Creates a new company in PipelineDeals.
- Create deal
Creates a new deal in PipelineDeals.
- Create person
Creates a new person (contact) in PipelineDeals.
- Create person activity
Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.
- Create person activity (custom)
Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.
- Create person document
Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.
- Delete company
Deletes a company.
- Delete deal
Deletes a deal.
- Delete note
Deletes a note.
- Delete person
Deletes a person by ID.
- Find calendar entries
Returns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.
- Find companies
Finds companies whose name matches the search text.
- Find deals
Finds deals whose name matches the search text.
- Find people
Finds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.
- Find projects
Finds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.
- Get company
Returns a company by ID.
- Get deal
Retrieves a single deal by ID.
- Get note
Returns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.
- Get person
Retrieves a single person by ID.
- Get project
Returns a project by its ID, including its associated deals, people, companies, milestones and custom field values.
- Update company
Updates a company's name, phone or website.
- Update note
Changes the text of a note.
- Update person
Updates an existing person by ID in PipelineDeals.
- Update project
Updates an existing project in Pipeline CRM, changing only the details you fill in.
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
monday.com and PipelineDeals, answered
What can start an automation from monday.com?
Any of monday.com's 10 triggers in the catalog, including Any Column Value Changed in Board, Item Moved to Group (Same or Different Board), New Board and New Item in Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PipelineDeals when something happens in monday.com?
Any of PipelineDeals's 27 actions, including Create company, Create deal, Create person and Create person activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PipelineDeals to monday.com?
Yes. When something happens in PipelineDeals, your agent can act in monday.com too. This page covers both directions: PipelineDeals's triggers and monday.com's actions are listed here as well.
Do I have to build a connector for monday.com or PipelineDeals?
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 monday.com and PipelineDeals 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.