# Connect Pipefile to Dynalist When **File Request Created** fires in [Pipefile](https://apiant.ai/connections/pipefile), your agent runs **Add document** in [Dynalist](https://apiant.ai/connections/dynalist). Describe the whole flow and it is built, tested on every scenario and kept running. Pipefile **1** trigger Pipefile **10** actions Dynalist **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 Pipefile and Dynalist to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Pipefile can start in Dynalist - When **File Request Created** in Pipefile then **Add document** in Dynalist - When **File Request Created** in Pipefile then **Find updated documents** in Dynalist 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 Dynalist ## Triggers and actions 1 trigger · 20 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. - Action **Add document** Creates a document under a parent folder. - Action **Add folder** Creates a folder. - Action **Add node** Inserts a node (item) in a document. - Action **Delete node** Deletes a node. - Action **Find updated documents** Checks which documents changed (version numbers). - Action **Get document content** Gets all nodes of a document. - Action **Get preference** Gets an account preference (e.g. inbox_location). - Action **List documents** Lists all documents and folders. - Action **Update document** Renames or moves a document or folder. - Action **Update node** Edits a node's content/note/checked state. ## 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) - [ **Dynalist** Outlining and note-taking app for organizing hierarchical lists, tasks, and documents.](https://apiant.ai/connections/dynalist) Reviews ## What our customers say ## More from Pipefile - [ **Pipefile to Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connect/pipefile-to-channels) - [ **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) - [ **Pipefile to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipefile-to-stripe) - [ **Pipefile to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipefile-to-shopify) - [ **Pipefile to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pipefile-to-quickbooks-online) ## More into Dynalist - [ **HubSpot to Dynalist** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dynalist) - [ **Salesforce to Dynalist** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dynalist) - [ **Slack to Dynalist** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dynalist) - [ **Google Sheets to Dynalist** Google Sheets](https://apiant.ai/connect/google-sheets-to-dynalist) - [ **Gmail to Dynalist** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dynalist) - [ **Google Calendar to Dynalist** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dynalist) Questions ## Pipefile and Dynalist, answered ### ### 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 Dynalist when something happens in Pipefile? Any of Dynalist's 10 actions, including Find updated documents, Update document, Update node and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dynalist to Pipefile? Dynalist has no triggers in the catalog today, so automations start in Pipefile. If you need the other direction, ask: your agent reads Dynalist's API documentation and adds it. ### ### Do I have to build a connector for Pipefile or Dynalist? 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. ### ### 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.