Integration
Connect Offri and Pipefile
When New Contact fires in Offri, your agent runs Create Contact in Pipefile, or File Request Created in Pipefile to Create Contact in Offri. 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 Offri and Pipefile 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)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 Offri and Pipefile can do together
From Offri to Pipefile
When New Contact in Offri
then Create Contact in Pipefile
When New Proposal in Offri
then Update Contact in Pipefile
From Pipefile to Offri
When File Request Created in Pipefile
then Create Contact in Offri
When File Request Created in Pipefile
then Create Contact Person in Offri
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 Offri and Pipefile
Triggers and actions 4 triggers · 28 actions
Trigger
New ContactTriggers when a new client is added in Offri.
Trigger
New ProposalTriggers when a new proposal is created in Offri.
Trigger
Proposal Status ChangedTriggers when a proposal's status changes, for example to won, lost or expired.
Action
Add componentCreates a component (product) in your Offri workspace, optionally with its pricing, unit and category.
Action
Create ContactCreates a client (company or private person) in Offri.
Action
Create Contact PersonAdds a contact person to an Offri client.
Action
Create ProposalCreates a new proposal in Offri, optionally for a client.
Action
Delete componentDeletes a component (product) from your Offri workspace.
Action
Delete ProposalDeletes a draft Offri proposal.
Action
Find ContactFinds Offri clients by name, email or customer number.
Action
Find Contact PersonFinds the contact persons of an Offri client, optionally by email.
Action
Get componentReturns the details of a component (product) in your Offri workspace, including its category and product pricing.
Action
Get ContactReturns one Offri client by ID.
Action
Get ProposalReturns one Offri proposal with its totals and signing details.
Action
List componentsReturns the components and products in your Offri workspace, optionally filtered by name or category.
Action
Remove ContactRemoves a client from Offri.
Action
Remove Contact PersonRemoves a contact person from an Offri client.
Action
Send ProposalSends an Offri proposal to its client with an expiration date.
Action
Update componentUpdates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.
Action
Update ContactUpdates the details of an existing Offri client.
Action
Update Contact PersonUpdates a contact person of an Offri client.
Trigger
File Request CreatedTriggers when a file request is created.
Action
Add File Request From TemplateCreate 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 ContactAdd to contacts
Action
Delete ContactDelete a contact by id. Returns 204 No Content on success.
Action
Get ContactRetrieve one contact by id.
Action
Get File RequestRetrieve detailed information about one file request by id, including contents, items, files, and tracking events.
Action
List ContactsRetrieve a paginated list of contacts, filterable by name/email/phone partial match.
Action
List File Request TemplatesRetrieve the list of file request templates available for creating new file requests, with optional name search.
Action
Search File RequestsFinds all file requests matching this search query (contact name, email, tags, etc).
Action
Send RequestCreate and send a new request
Action
Update ContactUpdate name/email/phone of an existing contact 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
More from Offri
Offri to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Offri to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Offri to StripeStripe is a payment processing platform for online businesses.
Offri to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Offri to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Offri to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Pipefile
HubSpot to PipefileHubSpot is your all-in-one stop for all of your marketing software needs.
Instagram to PipefileInstagram is a social media platform for sharing photos, videos, and stories.
CM.com to PipefileCM.com — create excellent conversational customer experiences and turn any conversation into a conversion.
EARLY to PipefileEARLY is a Time Tracking App: Effortless, Smart, and Secure.
Google Sheets to PipefileGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PipefileGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Offri and Pipefile, answered
What can start an automation from Offri?
Any of Offri's 3 triggers in the catalog, including New Contact, New Proposal and Proposal Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipefile when something happens in Offri?
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 Offri?
Yes. When something happens in Pipefile, your agent can act in Offri too. This page covers both directions: Pipefile's triggers and Offri's actions are listed here as well.
Do I have to build a connector for Offri 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 Offri 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.