--- title: "Connect Pipefy and Ploomes - APIANT.ai" description: "When \"Moved Card\" fires in Pipefy, your agent runs \"Add contact\" in Ploomes, or \"New contact\" in Ploomes to \"Create Record\" in Pipefy." canonical: "https://apiant.ai/connect/pipefy-to-ploomes" --- # Connect Pipefy and Ploomes When **Moved Card** fires in [Pipefy](https://apiant.ai/connections/pipefy), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Create Record** in Pipefy. Describe the whole flow and it is built, tested on every scenario and kept running. Pipefy **6** triggers Pipefy **11** actions Ploomes **3** triggers Ploomes **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipefy and Ploomes 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 Pipefy and Ploomes can do together ### From Pipefy to Ploomes - When **Moved Card** in Pipefy then **Add contact** in Ploomes - When **New Card** in Pipefy then **Add deal** in Ploomes ### From Ploomes to Pipefy - When **New contact** in Ploomes then **Create Record** in Pipefy - When **New deal** in Ploomes then **Update Database Record** in Pipefy 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 Pipefy and Ploomes ## Triggers and actions 9 triggers · 30 actions - Trigger **Done Card** Triggers when a card is done. - Trigger **Moved Card** Triggers when a card is moved. - Trigger **New Card** Triggers when a new card is created. - Trigger **New Database Record** Triggers when a new record is created. - Trigger **Updated Card Field** Triggers when a card field is updated. - Trigger **Updated Record Field** Triggers when a record field is updated. - Action **Create Card** Creates a card in a Pipefy pipe, filling in its start form fields. - Action **Create Record** Creates a new table record. - Action **Delete Card** Permanently deletes a card from its pipe. - Action **Delete Database Record** Delete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation. - Action **Find Card** Returns the cards in a pipe whose chosen field matches the specified value. - Action **Find Database Records** Find a database records by title. - Action **Get Card** Retrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values. - Action **Get Database Record** Fetch a single database table record by ID via the GraphQL `table_record(id: ID)` query. - Action **Move Card** Moves a Pipefy card to another phase of its pipe. - Action **Update Card Field** Sets a new value on one field of an existing Pipefy card. - Action **Update Database Record** Update a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation. - Trigger **New contact** Triggers when a new contact (person or company) is created in Ploomes. - Trigger **New deal** Triggers when a new deal is created in Ploomes. - Trigger **New task** Triggers when a new task is created in Ploomes. - Action **Add contact** Creates a contact (a person or a company) in Ploomes and returns the new contact record. - Action **Add deal** Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values. - Action **Add interaction record** Creates an interaction record (a note, call or email log) on a Ploomes contact or deal. - Action **Add product** Creates a product in your Ploomes account and returns the new product. - Action **Add quote** Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values. - Action **Add task** Creates a task in Ploomes, optionally linked to a contact or deal. - Action **Delete contact** Deletes a contact (person or company) from your Ploomes account. - Action **Delete deal** Deletes a deal from your Ploomes account. - Action **Find contacts by criteria** Returns the Ploomes contacts (people and companies) that match the criteria you give. - Action **Find deals by criteria** Returns the deals that match the criteria you give, such as a title, stage or customer. - Action **Find interaction records by criteria** Returns the interaction records (activity history entries) that match the criteria you give. - Action **Find tasks by criteria** Returns the tasks that match the criteria you specify, such as title, contact or deal. - Action **Finish task** Marks a Ploomes task as finished. - Action **Get quote** Returns a single quote (proposal) by its ID, including its custom field values. - Action **Lose deal** Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal. - Action **Update contact** Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed. - Action **Update deal** Updates an existing deal in Ploomes. Only the fields you fill in are changed. - Action **Update task** Updates an existing task in Ploomes. Only the fields you fill in are changed. - Action **Win deal** Marks a Ploomes deal as won and returns the updated deal. ## Each app on its own - [ **Pipefy** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connections/pipefy) - [ **Ploomes** Sales force automation system that links CRM, Sales Funnel, Proposal Automation and Sales Orders.](https://apiant.ai/connections/ploomes) Reviews ## What our customers say ## More from Pipefy - [ **Pipefy to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pipefy-to-trello) - [ **Pipefy to Spaceflight News** Spaceflight News API aggregates news coverage of spaceflight and the space industry from many publishers.](https://apiant.ai/connect/pipefy-to-spaceflight-news) - [ **Pipefy to SparrowDesk** SparrowDesk is an AI-first helpdesk that unifies customer support across email & chat while automating...](https://apiant.ai/connect/pipefy-to-sparrowdesk) - [ **Pipefy to Timing** Timing is an automatic time tracking app for macOS.](https://apiant.ai/connect/pipefy-to-timing) - [ **Pipefy to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipefy-to-salesforce) - [ **Pipefy to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipefy-to-slack) ## More into Ploomes - [ **HubSpot to Ploomes** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ploomes) - [ **Google Sheets to Ploomes** Google Sheets](https://apiant.ai/connect/google-sheets-to-ploomes) - [ **Gmail to Ploomes** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ploomes) - [ **Google Calendar to Ploomes** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ploomes) - [ **Google Drive to Ploomes** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ploomes) - [ **Mailchimp to Ploomes** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ploomes) Questions ## Pipefy and Ploomes, answered ### ### What can start an automation from Pipefy? Any of Pipefy's 6 triggers in the catalog, including Moved Card, New Card, New Database Record and Updated Card Field. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in Pipefy? Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ploomes to Pipefy? Yes. When something happens in Ploomes, your agent can act in Pipefy too. This page covers both directions: Ploomes's triggers and Pipefy's actions are listed here as well. ### ### Do I have to build a connector for Pipefy or Ploomes? 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 Pipefy and Ploomes 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.