Integration
Connect Pipedrive and VirtualPBX
When New Activity fires in Pipedrive, your agent runs Create Blocklist in VirtualPBX, or New Call Recording in VirtualPBX 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 VirtualPBX 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 VirtualPBX can do together
From Pipedrive to VirtualPBX
When New Activity in Pipedrive
then Create Blocklist in VirtualPBX
When New Deal in Pipedrive
then Update Blocklist in VirtualPBX
From VirtualPBX to Pipedrive
When New Call Recording in VirtualPBX
then Add File to Deal in Pipedrive
When New Call Recording in VirtualPBX
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 VirtualPBX
Triggers and actions 8 triggers · 54 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 Call RecordingTriggers when a new call recording is stored on the account.
Action
Create BlocklistCreates a caller blocklist, optionally with an initial set of blocked numbers.
Action
Delete BlocklistDeletes a caller blocklist.
Action
Delete Call RecordingDeletes a call recording's record (and its audio when stored with it).
Action
Get Active CallReturns details of one active call, such as its direction, destination and whether it was answered.
Action
Get BlocklistReturns one caller blocklist and the numbers on it.
Action
Get Call RecordingReturns one call recording's details: caller, callee, direction and duration.
Action
Get DeviceReturns one device's configuration, including its name, type and whether it is enabled.
Action
Hang Up CallHangs up an active call.
Action
List BlocklistsReturns the caller blocklists on the account.
Action
List Call RecordingsReturns call recordings stored on the account, newest first, with caller, callee and duration.
Action
List Device Active CallsReturns the calls currently active on one device.
Action
List Device RegistrationsReturns which devices on the account are currently registered; empty when none are.
Action
List DevicesReturns every device (phones, softphones, fax machines) on the VirtualPBX account.
Action
List User Active CallsReturns the calls currently active for one user.
Action
Transfer CallTransfers an active call to an extension or phone number, blind or attended.
Action
Update BlocklistUpdates a blocklist; the numbers given replace the list's current numbers.
Action
Update DeviceUpdates a device's name or enabled state, and can ask the phone to reboot to pick up the change.
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
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Questions
Pipedrive and VirtualPBX, 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 VirtualPBX when something happens in Pipedrive?
Any of VirtualPBX's 17 actions, including Create Blocklist, Update Blocklist, Update Device and Get Active Call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VirtualPBX to Pipedrive?
Yes. When something happens in VirtualPBX, your agent can act in Pipedrive too. This page covers both directions: VirtualPBX's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or VirtualPBX?
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 VirtualPBX 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.