--- title: "Connect OneDeck and Pipefile - APIANT.ai" description: "When \"Record Created\" fires in OneDeck, your agent runs \"Create Contact\" in Pipefile, or \"File Request Created\" in Pipefile to \"Create Record\" in OneDeck." canonical: "https://apiant.ai/connect/onedeck-to-pipefile" --- # Connect OneDeck and Pipefile When **Record Created** fires in [OneDeck](https://apiant.ai/connections/onedeck), your agent runs **Create Contact** in [Pipefile](https://apiant.ai/connections/pipefile), or **File Request Created** in Pipefile to **Create Record** in OneDeck. Describe the whole flow and it is built, tested on every scenario and kept running. OneDeck **2** triggers OneDeck **14** 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 OneDeck 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 OneDeck and Pipefile can do together ### From OneDeck to Pipefile - When **Record Created** in OneDeck then **Create Contact** in Pipefile - When **Record Updated** in OneDeck then **Update Contact** in Pipefile ### From Pipefile to OneDeck - When **File Request Created** in Pipefile then **Create Record** in OneDeck - When **File Request Created** in Pipefile then **Update Record** in OneDeck 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 OneDeck and Pipefile ## Triggers and actions 3 triggers · 24 actions - Trigger **Record Created** Triggers when a new record is created on the selected OneDeck board. - Trigger **Record Updated** Triggers when a record on the chosen OneDeck board is created or updated. - Action **Add attachment** Uploads a file and attaches it to a record on a OneDeck board. - Action **Add board** Creates a new board in a OneDeck workspace, with a default table view. - Action **Add field** Adds a new field (column) to a OneDeck board. The field is added to every view of the board. - Action **Add workspace** Creates a new workspace in your OneDeck account. - Action **Create Record** Creates a new record on a OneDeck board, with a name and optional field values. - Action **Find Record** Finds records on a OneDeck board that match a search text, optionally narrowed by field filters. - Action **Get record** Returns one record from a board, including its field values, attachments and share link. - Action **List fields** Returns every field defined on a OneDeck board, including its type and option settings. - Action **List records** Returns the records on a OneDeck board, optionally filtered by field values or search text. - Action **List users** Returns every user in the OneDeck account with their name, email, status and role. - Action **List workspaces** Returns every workspace in the OneDeck account, with each workspace's id, name and icon. - Action **Update board** Renames a board, moves it to another workspace, or both. - Action **Update Record** Updates the name and field values of an existing record on a OneDeck board. - Action **Update workspace** Renames a workspace or changes its icon. Only the values you fill in are changed. - 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 - [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck) - [ **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 OneDeck - [ **OneDeck to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onedeck-to-salesforce) - [ **OneDeck to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onedeck-to-slack) - [ **OneDeck to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onedeck-to-stripe) - [ **OneDeck to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onedeck-to-shopify) - [ **OneDeck to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onedeck-to-quickbooks-online) - [ **OneDeck to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onedeck-to-pipedrive) ## 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](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 ## OneDeck and Pipefile, answered ### ### What can start an automation from OneDeck? Any of OneDeck's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipefile when something happens in OneDeck? 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 OneDeck? Yes. When something happens in Pipefile, your agent can act in OneDeck too. This page covers both directions: Pipefile's triggers and OneDeck's actions are listed here as well. ### ### Do I have to build a connector for OneDeck 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 OneDeck 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.