--- title: "Connect Pipefile and Channels - APIANT.ai" description: "When \"File Request Created\" fires in Pipefile, your agent runs \"Update contact\" in Channels." canonical: "https://apiant.ai/connect/pipefile-to-channels" --- # Connect Pipefile and Channels When **File Request Created** fires in [Pipefile](https://apiant.ai/connections/pipefile), your agent runs **Update contact** in [Channels](https://apiant.ai/connections/channels), or **New Voicemail Left **in Channels to **Create Contact** in Pipefile. Describe the whole flow and it is built, tested on every scenario and kept running. Pipefile **1** trigger Pipefile **10** actions Channels **2** triggers Channels **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipefile and Channels 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) Pipefile handles the back and forth of collecting sensitive documents, while Channels handles the calls about them. Joining the two means a file request in Pipefile can create or update the matching contact in Channels, and a finished call or voicemail in Channels can start a request or add the caller to Pipefile. Example flows ## What Pipefile and Channels can do together ### From Pipefile to Channels - When **File Request Created** in Pipefile then **Update contact** in Channels - When **File Request Created** in Pipefile then **Add note to contact** in Channels ### From Channels to Pipefile - When **New Voicemail Left **in Channels then **Create Contact** in Pipefile - When **New Call Finished** in Channels then **Update Contact** in Pipefile 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 Pipefile and Channels ## Triggers and actions 3 triggers ยท 19 actions - Trigger **File Request Created** Triggers when a file request is created. - Action **Add File Request From Template** Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of. - Action **Create Contact** Add to contacts - Action **Delete Contact** Delete a contact by id. Returns 204 No Content on success. - Action **Get Contact** Retrieve one contact by id. - Action **Get File Request** Retrieve detailed information about one file request by id, including contents, items, files, and tracking events. - Action **List Contacts** Retrieve a paginated list of contacts, filterable by name/email/phone partial match. - Action **List File Request Templates** Retrieve the list of file request templates available for creating new file requests, with optional name search. - Action **Search File Requests** Finds all file requests matching this search query (contact name, email, tags, etc). - Action **Send Request** Create and send a new request - Action **Update Contact** Update name/email/phone of an existing contact by id. - Trigger **New Call Finished** Triggers when a call is finished. - Trigger **New Voicemail Left** - Action **Add note to contact** Add a note to a contact's history. - Action **Add number to do-not-call list** Block a phone number by adding it to the Do Not Call list. - Action **Create New Contact** Creates a new Contact in your Channels account. - Action **Delete contact** Delete a contact by id. - Action **Delete number from do-not-call list** Unblock a phone number by removing it from the Do Not Call list. - Action **Get account balance** Retrieve the account's current finance balance. - Action **Get contact** Retrieve a single contact by id. - Action **List contacts** List all contacts on the account. - Action **Update contact** Update an existing contact's fields. ## Each app on its own - [ **Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connections/pipefile) - [ **Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connections/channels) Reviews ## What our customers say ## More from Pipefile - [ **Pipefile to Cleanvoice** API that removes filler words, silences, background noise, and mouth sounds from audio and video recordings.](https://apiant.ai/connect/pipefile-to-cleanvoice) - [ **Pipefile to DeBounce** DeBounce is an email verification service that allows you to validate your email addresses and remove...](https://apiant.ai/connect/pipefile-to-debounce) - [ **Pipefile to Digimon Information** The Digimon API is a public reference catalogue of creatures from the Digimon franchise.](https://apiant.ai/connect/pipefile-to-digimon-information) - [ **Pipefile to Disify** Disify checks email addresses for disposable and temporary providers.](https://apiant.ai/connect/pipefile-to-disify) - [ **Pipefile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipefile-to-salesforce) - [ **Pipefile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipefile-to-slack) ## More into Channels - [ **ActiveCampaign to Channels** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-channels) - [ **Airtable to Channels** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-channels) - [ **Asana to Channels** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-channels) - [ **Brevo to Channels** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-channels) - [ **Calendly to Channels** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-channels) - [ **Capsule CRM to Channels** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-channels) Questions ## Pipefile and Channels, answered ### ### Can a call in Channels start a document request in Pipefile? Yes. A finished call in Channels can create a file request from one of your Pipefile templates for the person you spoke with, and a voicemail can add the caller to your Pipefile contacts. The agent tests every scenario before it goes live. ### ### What happens if the caller is not already a contact in Channels? The agent can list contacts in Channels to check, then create the contact when no match comes back and add a note to their history. If the contact already exists, it updates the existing record instead of making a duplicate. ### ### What can start an automation from Pipefile? Any of Pipefile's 1 trigger in the catalog, including File Request Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Channels when something happens in Pipefile? Any of Channels's 9 actions, including Delete number from do-not-call list, Update contact, Create New Contact and Add note to contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Channels to Pipefile? Yes. When something happens in Channels, your agent can act in Pipefile too. This page covers both directions: Channels's triggers and Pipefile's actions are listed here as well. ### ### Do I have to build a connector for Pipefile or Channels? 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 Pipefile and Channels 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.