Integration
Connect Pipedrive and Spoke Phone
When New Activity fires in Pipedrive, your agent runs Add Contact to Phonebook in Spoke Phone, or New Call in Spoke Phone to Add File to 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 Spoke Phone 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Spoke Phone can do together
From Pipedrive to Spoke Phone
When New Activity in Pipedrive
then Add Contact to Phonebook in Spoke Phone
When New Deal in Pipedrive
then Send Conversation Message in Spoke Phone
From Spoke Phone to Pipedrive
When New Call in Spoke Phone
then Add File to Deal in Pipedrive
When New Transcript in Spoke Phone
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 Spoke Phone
Triggers and actions 9 triggers · 58 actions
Trigger
Deal WonTriggers when a deal is marked as won in Pipedrive.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New DealTriggers when a new deal is created.
Trigger
New leadTriggers when a new lead is added in Pipedrive.
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
Add File to DealAttaches a file to a deal, person, or organization by file URL reference.
Action
Add productCreates a new product in your Pipedrive products catalog, with optional prices, tax, unit and custom field values.
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 ActivityReturns the details of one Pipedrive activity by its ID, including its subject, type, due date, linked records and participants.
Action
Get DealReturns the deal with the given ID.
Action
Get leadReturns the details of a single Pipedrive lead by its ID, including its custom field values.
Action
Get OrganizationReturns the organization with the given ID.
Action
Get PersonReturns the person with the given ID.
Action
Get productReturns one Pipedrive product by its ID, including its prices and custom field values.
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
List activitiesReturns the activities in the Pipedrive account, optionally narrowed by saved filter, owner, deal, lead, person, organization, done status or update time.
Action
List dealsReturns the deals in your Pipedrive account that are not archived, optionally filtered by owner, person, organization, pipeline, stage, status or update time.
Action
List organizationsReturns all organizations in the Pipedrive account, optionally narrowed by filter, owner, IDs or update time.
Action
List personsReturns the persons in your Pipedrive account, optionally narrowed by filter, owner, organization, deal or update time.
Action
List pipelinesReturns all deal pipelines in the Pipedrive account, with their names and ids.
Action
List stagesReturns the stages in your Pipedrive account, optionally limited to one pipeline.
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 leadUpdates an existing lead in Pipedrive. Only the values you fill in are changed.
Action
Update noteUpdates an existing note in Pipedrive: its content, the deal, person, organization, lead, project or task it is attached to, its author, and its pinning.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person by ID.
Trigger
New CallTriggers when a new call is logged in your Spoke Phone organisation.
Trigger
New TranscriptTriggers when a new call transcript is created in Spoke Phone.
Action
Add Contact to PhonebookAdds a contact to a Spoke Phone phonebook.
Action
Add User to TeamAdds a Spoke Phone user to a team.
Action
Create PhonebookCreates a shared Spoke Phone phonebook; add contacts to it with Add Contact to Phonebook.
Action
Delete PhonebookDeletes a Spoke Phone phonebook and all its contacts.
Action
Delete Phonebook ContactDeletes a contact from a Spoke Phone phonebook.
Action
Get CallReturns one Spoke Phone call with its parties, outcome, notes and recordings.
Action
Get PhonebookReturns one Spoke Phone phonebook with its contacts.
Action
Get Phonebook ContactReturns one contact from a Spoke Phone phonebook.
Action
Get TranscriptReturns one Spoke Phone transcript with its text and speakers.
Action
Get UserReturns one Spoke Phone user with availability, teams and phone numbers.
Action
List CallsReturns calls in your Spoke Phone organisation, optionally filtered by date range or contact number.
Action
List LocationsReturns the locations in your Spoke Phone organisation.
Action
List PhonebooksReturns shared Spoke Phone phonebooks with their contacts.
Action
List TeamsReturns the teams in your Spoke Phone organisation with their members.
Action
List TranscriptsReturns call transcripts from Spoke Phone, optionally filtered by date or source call.
Action
List UsersReturns Spoke Phone users with their current availability, optionally filtered by email.
Action
Remove User from TeamRemoves a Spoke Phone user from a team.
Action
Search DirectoryLists or searches the Spoke unified directory of users, teams and contacts by extension or phone number.
Action
Send a Team SMSSends an SMS to a contact on behalf of a Spoke Phone team, from the team's number.
Action
Send a User SMSSends an SMS to a phone number on behalf of a Spoke Phone user.
Action
Send Conversation MessageSends a conversation message to a contact from a company number in Spoke Phone.
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 Spoke Phone, answered
What can start an automation from Pipedrive?
Any of Pipedrive's 7 triggers in the catalog, including New Activity, New Deal, New lead and New Organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Spoke Phone when something happens in Pipedrive?
Any of Spoke Phone's 21 actions, including Create Phonebook, Send a Team SMS, Send a User SMS and Send Conversation Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Spoke Phone to Pipedrive?
Yes. When something happens in Spoke Phone, your agent can act in Pipedrive too. This page covers both directions: Spoke Phone's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or Spoke Phone?
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 Spoke Phone 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.