--- title: "Connect Pipedrive to Vectara - APIANT.ai" description: "When \"New Activity\" fires in Pipedrive, your agent runs \"Add document\" in Vectara." canonical: "https://apiant.ai/connect/pipedrive-to-vectara" --- # Connect Pipedrive to Vectara When **New Activity** fires in [Pipedrive](https://apiant.ai/connections/pipedrive), your agent runs **Add document** in [Vectara](https://apiant.ai/connections/vectara). Describe the whole flow and it is built, tested on every scenario and kept running. Pipedrive **7** triggers Pipedrive **35** actions Vectara **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipedrive and Vectara to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Pipedrive can start in Vectara - When **New Activity** in Pipedrive then **Add document** in Vectara - When **New Deal** in Pipedrive then **Find documents by criteria** in Vectara 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 Vectara ## Triggers and actions 7 triggers · 45 actions - Trigger **Deal Won** Triggers when a deal is marked as won in Pipedrive. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New lead** Triggers when a new lead is added in Pipedrive. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers 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 product** Creates a new product in your Pipedrive products catalog, with optional prices, tax, unit and custom field values. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Activity** Returns the details of one Pipedrive activity by its ID, including its subject, type, due date, linked records and participants. - Action **Get Deal** Returns the deal with the given ID. - Action **Get lead** Returns the details of a single Pipedrive lead by its ID, including its custom field values. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get product** Returns one Pipedrive product by its ID, including its prices and custom field values. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **List activities** Returns the activities in the Pipedrive account, optionally narrowed by saved filter, owner, deal, lead, person, organization, done status or update time. - Action **List deals** Returns the deals in your Pipedrive account that are not archived, optionally filtered by owner, person, organization, pipeline, stage, status or update time. - Action **List organizations** Returns all organizations in the Pipedrive account, optionally narrowed by filter, owner, IDs or update time. - Action **List persons** Returns the persons in your Pipedrive account, optionally narrowed by filter, owner, organization, deal or update time. - Action **List pipelines** Returns all deal pipelines in the Pipedrive account, with their names and ids. - Action **List stages** Returns the stages in your Pipedrive account, optionally limited to one pipeline. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update note** Updates 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 Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. - Action **Add corpus** Creates a corpus (container for documents). - Action **Add document** Adds a document to a Vectara corpus for indexing, either as a structured document (sections the platform chunks automatically) or a core document (explicit document parts). - Action **Delete corpus** Permanently deletes a Vectara corpus and all of its documents and data. The corpus key is released and can be reused. - Action **Delete document** Deletes a document from a corpus. - Action **Find documents by criteria** Returns up to 100 documents in a corpus whose document metadata matches the specified filter expression. - Action **Get corpus** Retrieves the settings and usage of a corpus by its key, without searching its contents. - Action **Get document** Retrieves a document from a Vectara corpus, including its text parts, metadata, tables and images. - Action **List corpora** Lists the corpora in the Vectara account, optionally filtered by name/summary or corpus ID. - Action **List documents** Lists documents in a corpus. - Action **Query corpus** Queries a corpus with full control over retrieval, hybrid search, reranking, and RAG generation. ## Each app on its own - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) - [ **Vectara** Vectara is a platform for building AI Assistants and Agents with extraordinary results](https://apiant.ai/connections/vectara) Reviews ## What our customers say ## More from Pipedrive - [ **Pipedrive to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipedrive-to-salesforce) - [ **Pipedrive to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/pipedrive-to-google-sheets) - [ **Pipedrive to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pipedrive-to-google-calendar) - [ **Pipedrive to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/pipedrive-to-google-drive) - [ **Pipedrive to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipedrive-to-mailchimp) - [ **Pipedrive to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipedrive-to-shopify) ## More into Vectara - [ **HubSpot to Vectara** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vectara) - [ **Salesforce to Vectara** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vectara) - [ **Slack to Vectara** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vectara) - [ **Google Sheets to Vectara** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vectara) - [ **Gmail to Vectara** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vectara) - [ **Google Calendar to Vectara** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vectara) Questions ## Pipedrive and Vectara, 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 Vectara when something happens in Pipedrive? Any of Vectara's 10 actions, including Add corpus, Add document, Find documents by criteria and Get corpus. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vectara to Pipedrive? Vectara has no triggers in the catalog today, so automations start in Pipedrive. If you need the other direction, ask: your agent reads Vectara's API documentation and adds it. ### ### Do I have to build a connector for Pipedrive or Vectara? 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 Vectara 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.