Integration
Connect Pipedrive to Surplus Lines Tax API
When something happens in Pipedrive, your agent does the next thing in Surplus Lines Tax API. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Pipedrive and Surplus Lines Tax API to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with Pipedrive and Surplus Lines Tax API
Triggers and actions 5 triggers ยท 27 actions
Trigger
New ActivityTriggers when a new activity is created (polling).
- New Deal
Triggers when a new deal is created (polling).
- New Organization
Triggers when a new organization is added (polling).
- New Person
Triggers when a new person (contact) is added (polling).
- 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.
Action
Calculate Surplus Lines TaxCalculates the surplus lines tax, stamping fees and other statutory charges due on a policy premium for a given state. Returns the itemized breakdown, the total tax and the total amount due.
- Get historical tax rate
Returns the surplus lines tax rate, stamping fee and other statutory charges in force for a state on a given date. Leave the date empty for today's rates.
- Get Tax Rate
Returns the surplus lines tax rate, stamping fee and other statutory charges currently in force for a state.
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