--- title: "Connect Pipefile and Plutio - APIANT.ai" description: "When \"File Request Created\" fires in Pipefile, your agent runs \"Create a Task\" in Plutio, or \"New Block\" in Plutio to \"Create Contact\" in Pipefile." canonical: "https://apiant.ai/connect/pipefile-to-plutio" --- # Connect Pipefile and Plutio When **File Request Created** fires in [Pipefile](https://apiant.ai/connections/pipefile), your agent runs **Create a Task** in [Plutio](https://apiant.ai/connections/plutio), or **New Block** in Plutio 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 Plutio **4** triggers Plutio **17** 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 Plutio 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 Pipefile and Plutio can do together ### From Pipefile to Plutio - When **File Request Created** in Pipefile then **Create a Task** in Plutio - When **File Request Created** in Pipefile then **Create Invoice** in Plutio ### From Plutio to Pipefile - When **New Block** in Plutio then **Create Contact** in Pipefile - When **New Task** in Plutio 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 Plutio ## Triggers and actions 5 triggers · 27 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 Block** Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice. - Trigger **New Task** Triggers when a new task is created in your Plutio workspace. - Trigger **New Task Board** Triggers when a new task board is created in your Plutio workspace. - Trigger **New Task Group** Triggers when a new task group is created in Plutio. - Action **Create a Task** Creates a task on a project's task board in Plutio and returns the new task. - Action **Create Block** Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block. - Action **Create Invoice** Creates a draft invoice in Plutio for a client person or company. Line items are added separately. - Action **Create Person** Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record. - Action **Create Project** Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board. - Action **Create Task Board** Creates a new task board in Plutio, optionally inside a project. - Action **Create Task Group** Creates a new task group (a column or section) on a Plutio task board and returns the created group. - Action **Delete Block** Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice. - Action **Delete Invoice** Permanently deletes an invoice from your Plutio workspace. - Action **Find Person** Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches. - Action **Get Task** Returns a single task by its id, including its custom field values. - Action **Move a Task** Moves a task to a different task group, task board or project. - Action **Retrieve Block/Blocks** Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice. - Action **Retrieve Person/People** Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query. - Action **Update a Task** Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same. - Action **Update Invoice** Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are. - Action **Update Person** Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed. ## 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) - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) 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 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 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 Plutio - [ **Ontraport to Plutio** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-plutio) - [ **HubSpot to Plutio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plutio) - [ **Google Sheets to Plutio** Google Sheets](https://apiant.ai/connect/google-sheets-to-plutio) - [ **Gmail to Plutio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plutio) - [ **Google Calendar to Plutio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plutio) - [ **Google Drive to Plutio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plutio) Questions ## Pipefile and Plutio, 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 Plutio when something happens in Pipefile? Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plutio to Pipefile? Yes. When something happens in Plutio, your agent can act in Pipefile too. This page covers both directions: Plutio's triggers and Pipefile's actions are listed here as well. ### ### Do I have to build a connector for Pipefile or Plutio? 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 Plutio 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.