Integration
Connect Pipedrive and Resource Guru
When something happens in Pipedrive or Resource Guru, 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 Pipedrive and Resource Guru 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 and Resource Guru can do together
From Pipedrive to Resource Guru
When New Activity in Pipedrive
then Create Booking in Resource Guru
When New Deal in Pipedrive
then Create Client in Resource Guru
From Resource Guru to Pipedrive
When New or Updated Booking in Resource Guru
then Create Activity in Pipedrive
When New or Updated Client in Resource Guru
then Create Deal in 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 Resource Guru
Triggers and actions 10 triggers · 48 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New DealTriggers when a new deal is created.
Trigger
New OrganizationTriggers when a new organization is added.
Trigger
New PersonTriggers when a new person (contact) is added.
Trigger
New Person (with Custom Fields and Labels)Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Create ActivityCreates a new activity (call, meeting, task, etc.).
Action
Create DealAdds a new deal to Pipedrive. Returns the created deal.
Action
Create LeadCreates a new lead. Returns the created lead.
Action
Create NoteAdds a new note to a deal, person, or organization.
Action
Create OrganizationAdds a new organization. Returns the created organization.
Action
Create PersonAdds a new person (contact). Returns the created person.
Action
Delete ActivityMarks an activity as deleted.
Action
Delete DealMarks a deal as deleted.
Action
Delete OrganizationMarks an organization as deleted.
Action
Delete PersonMarks a person as deleted.
Action
Get DealReturns the deal with the given ID.
Action
Get OrganizationReturns the organization with the given ID.
Action
Get PersonReturns the person with the given ID.
Action
Get related deals for personReturns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage nameReturns the stage id if the stage name exists.
Action
Merge organizationsMerges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge personsMerges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search DealsSearches deals by term. Returns matching deals.
Action
Search OrganizationsSearches organizations by term. Returns matching organizations.
Action
Search PersonsSearches persons by term (name, email, phone). Returns matching persons.
Action
Update ActivityUpdates an existing activity by ID.
Action
Update DealUpdates an existing deal by ID.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person by ID.
Trigger
New or Updated BookingTriggers when a new booking is created and/or a booking is updated.
Trigger
New or Updated ClientTriggers when a new client is created and/or a client is updated.
Trigger
New or Updated ProjectTriggers when a new project is created and/or when a project is updated.
Trigger
New or Updated ResourceTriggers when a new resource is created and/or when a resource is updated.
Trigger
New or Updated Time Off EventTriggers when a time off event is created and/or a time off event is updated.
Action
Create BookingCreates a new booking for one or more resources in Resource Guru.
Action
Create ClientCreates a new client in a Resource Guru account.
Action
Create ProjectCreates a new project.
Action
Create ResourceCreates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
Action
Create Time Off EventCreates a time off (downtime) event for one or more resources in Resource Guru.
Action
Delete bookingDeletes a booking, or a single date or set of occurrences of a repeating booking.
Action
Delete clientDeletes a client from a Resource Guru account.
Action
Delete projectDeletes a project from a Resource Guru account.
Action
Delete resourceDeletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
Action
Delete time off eventDeletes a time off event (downtime) from a Resource Guru account.
Action
Get clientReturns a specific client by its ID.
Action
Get projectReturns a specific project by its id, including its client, team, activity types and custom field values.
Action
Get resourceReturns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
Action
Get time off eventReturns a single time off (downtime) event by its id.
Action
List clientsLists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
Action
List projectsReturns every active project in a Resource Guru account, optionally including archived and deleted projects.
Action
List resourcesReturns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
Action
List time off eventsLists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
Action
List usersReturns every user on the Resource Guru account, both active and deleted.
Action
Update BookingUpdates an existing booking by ID.
Action
Update ClientUpdates an existing client in Resource Guru. Only the fields you fill in are changed.
Action
Update ProjectUpdate an existing project in Resource Guru. Only the fields you fill in are changed.
Action
Update ResourceUpdates an existing resource.
Action
Update Time Off EventUpdates a time off event.
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 Resource Guru, 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 Resource Guru when something happens in Pipedrive?
Any of Resource Guru's 24 actions, including Create Booking, Create Client, Create Project and Create Resource. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Guru to Pipedrive?
Yes. When something happens in Resource Guru, your agent can act in Pipedrive too. This page covers both directions: Resource Guru's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or Resource Guru?
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.