Integration
Connect Pipefile and Vitally
When File Request Created fires in Pipefile, your agent runs Create Task in Vitally, or Customer Created in Vitally 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 Vitally 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 Vitally can do together
From Pipefile to Vitally
When File Request Created in Pipefile
then Create Task in Vitally
From Vitally to 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 Vitally
Triggers and actions 9 triggers · 29 actions
- File Request Created
Triggers when a file request is created.
- 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.
- Create Contact
Add to contacts
- Delete Contact
Delete a contact by id. Returns 204 No Content on success.
- Get Contact
Retrieve one contact by id.
- Get File Request
Retrieve detailed information about one file request by id, including contents, items, files, and tracking events.
- List Contacts
Retrieve a paginated list of contacts, filterable by name/email/phone partial match.
- List File Request Templates
Retrieve the list of file request templates available for creating new file requests, with optional name search.
- Search File Requests
Finds all file requests matching this search query (contact name, email, tags, etc).
- Send Request
Create and send a new request
- Update Contact
Update name/email/phone of an existing contact by id.
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
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
More from Pipefile
Pipefile to ChannelsChannels is a data-driven phone system that lets you make and take calls directly in the browser.
Pipefile to CleanvoiceAPI that removes filler words, silences, background noise, and mouth sounds from audio and video recordings.
Pipefile to DeBounceDeBounce is an email verification service that allows you to validate your email addresses and remove...
Pipefile to Digimon InformationThe Digimon API is a public reference catalogue of creatures from the Digimon franchise.
Pipefile to DisifyDisify checks email addresses for disposable and temporary providers.
Pipefile to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
More into Vitally
HubSpot to VitallyHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to VitallySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to VitallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to VitallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to VitallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pipefile and Vitally, 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 Vitally when something happens in Pipefile?
Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vitally to Pipefile?
Yes. When something happens in Vitally, your agent can act in Pipefile too. This page covers both directions: Vitally's triggers and Pipefile's actions are listed here as well.
Do I have to build a connector for Pipefile or Vitally?
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 Vitally 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.