Integration
Connect Pipedrive to Dwolla
When New Activity fires in Pipedrive, your agent runs Add customer in Dwolla. 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 Pipedrive and Dwolla 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 Pipedrive can start in Dwolla
When New Activity in Pipedrive
then Add customer in Dwolla
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 Pipedrive and Dwolla
Triggers and actions 5 triggers · 43 actions
- New Activity
Triggers when a new activity is created.
- New Deal
Triggers when a new deal is created.
- New Organization
Triggers when a new organization is added.
- New Person
Triggers when a new person (contact) is added.
- New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
- Create Activity
Creates a new activity (call, meeting, task, etc.).
- Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
- Create Lead
Creates a new lead. Returns the created lead.
- Create Note
Adds a new note to a deal, person, or organization.
- Create Organization
Adds a new organization. Returns the created organization.
- Create Person
Adds a new person (contact). Returns the created person.
- Delete Activity
Marks an activity as deleted.
- Delete Deal
Marks a deal as deleted.
- Delete Organization
Marks an organization as deleted.
- Delete Person
Marks a person as deleted.
- Get Deal
Returns the deal with the given ID.
- Get Organization
Returns the organization with the given ID.
- Get Person
Returns the person with the given ID.
- Get related deals for person
Returns deals having the specified status that are related to the specified person.
- Get stage ID by stage name
Returns the stage id if the stage name exists.
- Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
- Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
- Search Deals
Searches deals by term. Returns matching deals.
- Search Organizations
Searches organizations by term. Returns matching organizations.
- Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
- Update Activity
Updates an existing activity by ID.
- Update Deal
Updates an existing deal by ID.
- Update Organization
Updates an existing organization by ID.
- Update Person
Updates an existing person by ID.
- Add beneficial owner
Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.
- Add customer
Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business.
- Add document
Uploads an identity verification document (passport, license, ID card) for a Dwolla customer.
- Add funding source
Creates a bank account, virtual account number or debit card funding source for a Dwolla customer.
- Add mass payment
Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.
- Add transfer
Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.
- Cancel transfer
Cancels a pending Dwolla transfer and returns the updated transfer.
- Delete funding source
Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.
- Find customers
Searches Dwolla customers by name, business name or email, optionally filtered by verification status.
- Get customer
Returns a Dwolla customer's details, including name, email, type and verification status.
- Get funding source
Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.
- Get funding source balance
Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.
- Get mass payment
Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.
- List beneficial owners
Returns all beneficial owners associated with a business verified Dwolla customer.
- List documents
Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.
- List events
Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.
- List funding sources
Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.
- List transfers
Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.
- Update customer
Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.
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
Pipedrive and Dwolla, answered
What can start an automation from Pipedrive?
Any of Pipedrive's 5 triggers in the catalog, including New Activity, New Deal, New Organization and New Person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dwolla when something happens in Pipedrive?
Any of Dwolla's 19 actions, including Update customer, Add beneficial owner, Add customer and Add document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dwolla to Pipedrive?
Dwolla has no triggers in the catalog today, so automations start in Pipedrive. If you need the other direction, ask: your agent reads Dwolla's API documentation and adds it.
Do I have to build a connector for Pipedrive or Dwolla?
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.