Integration
Connect Pipefile and Salesflare
When File Request Created fires in Pipefile, your agent runs Add Contact to Account in Salesflare, or New Account in Salesflare to Create Contact in Pipefile. 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 Pipefile and Salesflare 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)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 Pipefile and Salesflare can do together
From Pipefile to Salesflare
When File Request Created in Pipefile
then Add Contact to Account in Salesflare
When File Request Created in Pipefile
then Find Contact in Salesflare
From Salesflare to Pipefile
When New Account in Salesflare
then Create Contact in Pipefile
When New Account in Salesflare
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 Salesflare
Triggers and actions 2 triggers · 21 actions
Trigger
File Request CreatedTriggers when a file request is created.
Action
Add File Request From TemplateCreate 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 ContactAdd to contacts
Action
Delete ContactDelete a contact by id. Returns 204 No Content on success.
Action
Get ContactRetrieve one contact by id.
Action
Get File RequestRetrieve detailed information about one file request by id, including contents, items, files, and tracking events.
Action
List ContactsRetrieve a paginated list of contacts, filterable by name/email/phone partial match.
Action
List File Request TemplatesRetrieve the list of file request templates available for creating new file requests, with optional name search.
Action
Search File RequestsFinds all file requests matching this search query (contact name, email, tags, etc).
Action
Send RequestCreate and send a new request
Action
Update ContactUpdate name/email/phone of an existing contact by id.
Trigger
New AccountTriggers when a new account is created in Salesflare.
Action
Add Contact to AccountLinks an existing contact to a Salesflare account.
Action
Add tagCreates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.
Action
Delete opportunityDeletes an opportunity in Salesflare.
Action
Find AccountFinds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.
Action
Find ContactFinds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.
Action
Find PersonFinds Salesflare persons by name, email, ID or free-text search and returns the matches.
Action
Find UserFinds Salesflare users by name, email, id or free-text search.
Action
Find WorkflowFinds workflows in Salesflare whose name matches the search text.
Action
Get opportunityReturns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.
Action
List tagsReturns the tags in your Salesflare account, optionally filtered by name or ID.
Action
Update OpportunityUpdates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.
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
What our customers say
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Questions
Pipefile and Salesflare, 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 Salesflare when something happens in Pipefile?
Any of Salesflare's 11 actions, including Update Opportunity, Add Contact to Account, Add tag and Find Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesflare to Pipefile?
Yes. When something happens in Salesflare, your agent can act in Pipefile too. This page covers both directions: Salesflare's triggers and Pipefile's actions are listed here as well.
Do I have to build a connector for Pipefile or Salesflare?
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 Salesflare 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.