--- title: "Connect Pipefile and Poptin - APIANT.ai" description: "When \"File Request Created\" fires in Pipefile, your agent runs \"Update contact status\" in Poptin." canonical: "https://apiant.ai/connect/pipefile-to-poptin" --- # Connect Pipefile and Poptin When **File Request Created** fires in [Pipefile](https://apiant.ai/connections/pipefile), your agent runs **Update contact status** in [Poptin](https://apiant.ai/connections/poptin), or **New Contact** in Poptin 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 Poptin **2** triggers Poptin **31** 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 Poptin 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 Poptin can do together ### From Pipefile to Poptin - When **File Request Created** in Pipefile then **Update contact status** in Poptin - When **File Request Created** in Pipefile then **Create preference** in Poptin ### From Poptin to Pipefile - When **New Contact** in Poptin then **Create Contact** in Pipefile - When **New Lead** in Poptin 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 Poptin ## Triggers and actions 3 triggers · 41 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 Contact** Triggers when a new contact is added to your Poptin contact list. - Trigger **New Lead** Triggers when a visitor submits a Poptin form, creating a new lead (conversion). - Action **Campaign Analytics** See how your email campaigns performed overall in a date range (sends, opens, clicks, bounces) - the same metrics as a single campaign, rolled up. - Action **Create preference** Add a new subscription preference topic (name and optional description) that contacts can be opted into. **423** if the account is locked for processing. - Action **Delete campaign** Permanently delete a campaign you no longer need. Campaigns that are `sending` or `queued` cannot be deleted (**422**). Allowed while under review. Returns **204** with no body. - Action **Delete contact** Permanently remove one contact by public id (`uid`). For many deletions, prefer **Bulk delete contacts (JSON)**. Returns **204** with no body. **423** if the account is locked for processing. - Action **Delete conversion** Remove lead personal details from a conversion while the row may be kept for aggregate stats. Returns **204**. **423** if the account is locked for processing. - Action **Delete poptin** Soft-delete a popup/form (recoverable by support for a limited time). A/B versions are reassigned as in the dashboard. Returns **204**. **423** if the account is locked for processing. - Action **Delete preference** Remove a subscription preference topic you no longer offer. Contacts lose this preference association. **423** if the account is locked for processing. - Action **Delete property** Remove a custom property you no longer need. Built-in/default properties cannot be deleted (**406**). **423** if the account is locked for processing. - Action **End campaign** Mark a `paused` campaign as `completed` so it will not continue sending - use this to close out a send early. Ending an already `completed` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review. - Action **List campaigns** Browse email campaigns on your account (with optional name/status filters) so you can find a campaign to inspect or control. Paginated (`per_page` default **10**, max **100**). - Action **List contacts** Browse and search people on your contact list so you can sync a CRM, audit who is subscribed, or find a contact before updating them. - Action **List conversions** Browse leads and actions captured from your popups/forms so you can sync them to another system or review recent activity. - Action **List poptins** Browse your popups and forms with per-Poptin aggregate metrics so you can rank performers or find a Poptin to inspect. - Action **List preferences** List subscription preference topics on your account so you can build a preference center or map topic ids when syncing contacts. Paginated (`per_page` default **50**, max **100**). - Action **List properties** List the contact fields available on your account so you can map forms or syncs to the right keys. Paginated (`per_page` default **50**, max **100**). - Action **Pause campaign** Temporarily stop a campaign that is currently `sending` or `queued` - for example while you fix content or list issues. Pausing an already `paused` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review. - Action **Pause poptin** Turn off an active popup/form so it stops showing on your site. Pausing an already `inactive` poptin is a no-op (**200**). **422** for statuses that cannot be paused (for example `draft`). - Action **Poptin Analytics** See account-wide popup and form results for a time period - visitors, views, conversions, growth, and rates - the same overview style numbers you would check in the dashboard. - Action **Refresh poptin stats** Ask Poptin to recompute popup/form aggregate stats when the cached overview looks stale. - Action **Rename poptin** Change the display name of a popup/form. Name must be 2–256 characters and unique on the account (**422** if taken). - Action **Resume campaign** Continue a `paused` campaign, or retry one that entered an `error` state. Resuming an already `sending`, `queued`, or `scheduled` campaign is a no-op (**200**), except when under review (**422**). **422** for other statuses or when the campaign is under review. - Action **Resume poptin** Turn an inactive popup/form back on. Resuming an already `active` poptin is a no-op (**200**). **422** for statuses that cannot be resumed (for example `draft`). - Action **Show bulk job status** Poll a background bulk job until `status` is `done` or `failed`. Requires `object_id` and `object_name` from the **202** response of a queuing operation. - Action **Show campaign** Get one campaign by public id (`uid`), including its delivery status and performance statistics (sends, opens, clicks, bounces, and rates). A/B campaigns also include `ab`, `ab_test_percentage`, and per-variant details (`type`, `has_body`, headers). During an active A/B test, top-level `subject` / ` - Action **Show contact** Get one contact by public id (`uid`), including field values, tags, preferences, and subscription status - useful before an update or to verify a sync. - Action **Show conversion** Get one conversion by public id (`uid`) - for example to fetch full lead details after a webhook or list sync. Pass `include=extra_fields` to resolve submitted input fields. - Action **Show poptin** Get one popup or form by public id (`uid`) with its aggregate metrics. A/B parents include nested versions; A/B versions include the parent’s identity and metrics. - Action **Show preference** Get one preference topic by public id (`uid`). Pass `include=contacts_count` when you need how many contacts currently have this preference. - Action **Show property** Get one contact property, including its type and options, so you can map forms or syncs to the right field. - Action **Update contact status** Change only a contact’s subscription status (for example subscribe, unsubscribe, or mark as bounced) without rewriting their other fields. - Action **Update preference** Update a preference topic without changing which contacts are opted in. **423** if the account is locked for processing. ## 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) - [ **Poptin** Poptin is a free lead capture platform that lets you create engaging web and mobile popups and improve your...](https://apiant.ai/connections/poptin) 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 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) ## More into Poptin - [ **HubSpot to Poptin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-poptin) - [ **Google Sheets to Poptin** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-poptin) - [ **Gmail to Poptin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-poptin) - [ **Google Calendar to Poptin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-poptin) - [ **Google Drive to Poptin** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-poptin) - [ **Mailchimp to Poptin** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-poptin) Questions ## Pipefile and Poptin, 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 Poptin when something happens in Pipefile? Any of Poptin's 31 actions, including Create preference, Update contact status, Update preference and Campaign Analytics. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Poptin to Pipefile? Yes. When something happens in Poptin, your agent can act in Pipefile too. This page covers both directions: Poptin's triggers and Pipefile's actions are listed here as well. ### ### Do I have to build a connector for Pipefile or Poptin? 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 Poptin 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.