Integration
Connect OnePageCRM and Pipefy
When something happens in OnePageCRM or Pipefy, your agent does the next thing in the other. Describe it 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 OnePageCRM and Pipefy to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 OnePageCRM and Pipefy can do together
From OnePageCRM to Pipefy
When Completed Next Action in OnePageCRM
then Create Card in Pipefy
When New Call in OnePageCRM
then Create Record in Pipefy
From Pipefy to OnePageCRM
When Moved Card in Pipefy
then Create Call in OnePageCRM
When New Card in Pipefy
then Create Contact in OnePageCRM
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 OnePageCRM and Pipefy
Triggers and actions 15 triggers · 22 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates a deal in OnePageCRM. Anything you leave blank keeps its current value.
Trigger
Done CardTriggers when a card is done.
Trigger
Moved CardTriggers when a card is moved.
Trigger
New CardTriggers when a new card is created.
Trigger
New Database RecordTriggers when a new record is created.
Trigger
Updated Card FieldTriggers when a card field is updated.
Trigger
Updated Record FieldTriggers when a record field is updated.
Action
Create CardCreates a card in a Pipefy pipe, filling in its start form fields.
Action
Create RecordCreates a new table record.
Action
Delete CardPermanently deletes a card from its pipe.
Action
Delete Database RecordDelete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation.
Action
Find CardReturns the cards in a pipe whose chosen field matches the specified value.
Action
Find Database RecordsFind a database records by title.
Action
Get CardRetrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values.
Action
Get Database RecordFetch a single database table record by ID via the GraphQL `table_record(id: ID)` query.
Action
Move CardMoves a Pipefy card to another phase of its pipe.
Action
Update Card FieldSets a new value on one field of an existing Pipefy card.
Action
Update Database RecordUpdate a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation.
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
OnePageCRM and Pipefy, answered
What can start an automation from OnePageCRM?
Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipefy when something happens in OnePageCRM?
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 OnePageCRM?
Yes. When something happens in Pipefy, your agent can act in OnePageCRM too. This page covers both directions: Pipefy's triggers and OnePageCRM's actions are listed here as well.
Do I have to build a connector for OnePageCRM 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.
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.