Integration
Connect Pipedrive and Quilia
When New Activity fires in Pipedrive, your agent runs Create Contact in Quilia, or Appointment Created in Quilia to Create Deal in Pipedrive. 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 Quilia 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)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 and Quilia can do together
From Pipedrive to Quilia
When New Activity in Pipedrive
then Create Contact in Quilia
From Quilia to Pipedrive
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 Quilia
Triggers and actions 8 triggers · 42 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.
- Appointment Created
Triggers when a new appointment is created in Quilia.
- Appointment Updated
Triggers when an appointment is updated in Quilia.
- New Client Activity
Triggers when a client performs an activity in Quilia, such as uploading a document to their case.
- Add New Client
Creates a new client in Quilia with their name, phone, email, address and date of birth.
- Create Contact
Creates a contact (such as a witness, adjustor, employer or medical provider) attached to a case or a client.
- Delete a Contact
Permanently deletes a company or people contact from your Quilia organization.
- Delete Case
Permanently deletes a case, including its members, documents and chat history.
- Delete Client
Permanently deletes a client from your firm, including their case memberships.
- Delete Documents
Deletes one or more Quilia documents, removing both the records and their stored files.
- Find a Document
Finds a document by its id and returns its type plus a secure download link that expires after 30 minutes.
- Find Client by Phone
Finds a client in your firm by phone number and returns the client record with the cases they belong to.
- Invite Clients to Case
Invites clients or staff to a Quilia case. Clients are texted an invite; staff are added as invited. Returns who was invited and who was skipped.
- List Clients
Returns the firm's clients, optionally filtered by name, email or phone.
- List Webhook Events
Returns the webhook events your Quilia firm can subscribe to, with their descriptions and payload schemas.
- Retrieve a Single Client
Returns a single client by id, including the cases the client belongs to.
- Retrieve Individual Case
Returns one case by its ID, including its status, type, dates, client, organization and case members.
- Simulate Webhook Event
Sends a sample Quilia webhook event to an endpoint URL so you can test a webhook integration.
- Update a Contact
Updates an existing Quilia contact (a company or a person). Only the fields you fill in are changed.
- Update Case
Updates an existing case's status, type, opening date or custom CMS data. Only the fields you fill in are changed.
- Update Client Information
Updates an existing client's contact details, address and demographic information. Only the fields you fill in are changed.
- Upload Documents
Uploads a document file to a client's case in Quilia and returns the new document ids.
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 Quilia, 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 Quilia when something happens in Pipedrive?
Any of Quilia's 18 actions, including Create Contact, Update a Contact, Update Case and Update Client Information. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Quilia to Pipedrive?
Yes. When something happens in Quilia, your agent can act in Pipedrive too. This page covers both directions: Quilia's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or Quilia?
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 Pipedrive and Quilia 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.