Integration
Connect Pipedrive and SOS Inventory
When New Activity fires in Pipedrive, your agent runs Add invoice in SOS Inventory, or New Customer in SOS Inventory 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 SOS Inventory 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 SOS Inventory can do together
From Pipedrive to SOS Inventory
When New Activity in Pipedrive
then Add invoice in SOS Inventory
From SOS Inventory 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 SOS Inventory
Triggers and actions 15 triggers · 50 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.
- New Customer
Triggers when a new customer is created.
- New Estimate
- New Invoice
Triggers when a new invoice is created.
- New Item
- New Purchase Order
Triggers when a new purchase order is created.
- New Sales Order
Triggers when a new sales order is created.
- New Sales Receipt
Triggers when a new sales receipt is created.
- New Shipment
Triggers when a new shipment is created.
- New Vendor
- Updated Item Quantity
Triggers when an item quantity is updated.
- Add estimate
/api/v2/estimate. Creates an estimate.
- Add inventory adjustment
/api/v2/adjustment. Creates an inventory adjustment.
- Add invoice
/api/v2/invoice. Creates an invoice.
- Add item
/api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.).
- Add purchase order
/api/v2/purchaseorder. Creates a purchase order.
- Add transfer
/api/v2/transfer. Creates an inventory transfer between locations.
- Add vendor
/api/v2/vendor. Creates a vendor.
- Create Customer
Creates a new customer
- Create Sales Order
Creates a new sales order
- Create Sales Receipt
Creates a new sales receipt
- Find Customer
Finds a customer
- Find Sales Order
Finds a sales order
- Find vendors
/api/v2/vendor with query filters. Searches vendors.
- Get customer
/api/v2/customer/{id}. Retrieves one customer by id.
- Get estimate
Returns one estimate by id, including its lines and custom fields.
- Get inventory adjustment
Returns one inventory adjustment by id, including its lines.
- Get invoice
Returns one invoice by id.
- Get item
/api/v2/item/{id}. Retrieves one item by id.
- Get purchase order
Returns one purchase order by id.
- Get sales order
/api/v2/salesorder/{id}. Retrieves one sales order.
- Get sales receipt
Returns one sales receipt by id, including its lines and custom fields.
- Get transfer
Retrieves a single inventory transfer by id, including its from/to locations and lines.
- List items
/api/v2/item. Lists items with query filters and paging.
- Update customer
/api/v2/customer/{id}. Updates a customer; requires syncToken.
- Update item
/api/v2/item/{id}. Updates an item; requires current syncToken.
- Update sales order
/api/v2/salesorder/{id}. Updates a sales order; requires syncToken.
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 SOS Inventory, 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 SOS Inventory when something happens in Pipedrive?
Any of SOS Inventory's 26 actions, including Create Customer, Create Sales Order, Create Sales Receipt and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SOS Inventory to Pipedrive?
Yes. When something happens in SOS Inventory, your agent can act in Pipedrive too. This page covers both directions: SOS Inventory's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or SOS Inventory?
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.