Integration
Connect Pipefy and Roam
When something happens in Pipefy or Roam, your agent does the next thing in the other. Describe it 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 Pipefy and Roam to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Pipefy and Roam can do together
From Pipefy to Roam
When Moved Card in Pipefy
then Create Meeting Link in Roam
When New Card in Pipefy
then Send Channel Message in Roam
From Roam to Pipefy
When New Recording in Roam
then Create Card in Pipefy
When New Transcript in Roam
then Create 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 Roam
Triggers and actions 12 triggers · 17 actions
Trigger
Done CardTriggers when a card is done.
Trigger
Moved CardTriggers when a card is moved.
Trigger
New CardTriggers when a new card is created.
Trigger
New Database RecordTriggers when a new record is created.
Trigger
Updated Card FieldTriggers when a card field is updated.
Trigger
Updated Record FieldTriggers when a record field is updated.
Action
Create CardCreates a card in a Pipefy pipe, filling in its start form fields.
Action
Create RecordCreates a new table record.
Action
Delete CardPermanently deletes a card from its pipe.
Action
Delete Database RecordDelete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation.
Action
Find CardReturns the cards in a pipe whose chosen field matches the specified value.
Action
Find Database RecordsFind a database records by title.
Action
Get CardRetrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values.
Action
Get Database RecordFetch a single database table record by ID via the GraphQL `table_record(id: ID)` query.
Action
Move CardMoves a Pipefy card to another phase of its pipe.
Action
Update Card FieldSets a new value on one field of an existing Pipefy card.
Action
Update Database RecordUpdate a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation.
Trigger
Lobby BookedTriggers when a lobby is booked.
Trigger
New RecordingTriggers when a new meeting recording is saved in your Roam.
Trigger
New TranscriptTriggers when a new transcript is saved in your Roam.
Trigger
On-Air: Event CreatedTriggers when a new On-Air event is created.
Trigger
On-Air: Guest AddedTriggers when a guest is added to an On-Air event.
Trigger
On-Air: Guest RSVP ChangedTriggers when a guest changes their RSVP status on an On-Air event.
Action
Create Meeting LinkCreates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times.
Action
Find User by EmailLooks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status.
Action
On-Air: Add GuestAdds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest.
Action
On-Air: Find EventReturns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches.
Action
Send Channel MessagePosts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread.
Action
Send Direct MessageSends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread.
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 Pipefy
Pipefy to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Pipefy to Spaceflight NewsSpaceflight News API aggregates news coverage of spaceflight and the space industry from many publishers.
Pipefy to SparrowDeskSparrowDesk is an AI-first helpdesk that unifies customer support across email & chat while automating...
Pipefy to TimingTiming is an automatic time tracking app for macOS.
Pipefy to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pipefy to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
More into Roam
HubSpot to RoamHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to RoamSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to RoamGoogle Sheets
Gmail to RoamGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Drive to RoamGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RoamMailchimp marketing automation and email platform.
Questions
Pipefy and Roam, 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 Roam when something happens in Pipefy?
Any of Roam's 6 actions, including Create Meeting Link, Send Channel Message, Send Direct Message and Find User by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Roam to Pipefy?
Yes. When something happens in Roam, your agent can act in Pipefy too. This page covers both directions: Roam's triggers and Pipefy's actions are listed here as well.
Do I have to build a connector for Pipefy or Roam?
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.
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.