Integration
Connect Pipefy and ServeManager
When Moved Card fires in Pipefy, your agent runs Upload File in ServeManager, or New Attempt in ServeManager to Create Record in Pipefy. 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 Pipefy and ServeManager 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 Pipefy and ServeManager can do together
From Pipefy to ServeManager
When Moved Card in Pipefy
then Upload File in ServeManager
From ServeManager to 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 ServeManager
Triggers and actions 11 triggers · 23 actions
- Done Card
Triggers when a card is done.
- Moved Card
Triggers when a card is moved.
- New Card
Triggers when a new card is created.
- New Database Record
Triggers when a new record is created.
- Updated Card Field
Triggers when a card field is updated.
- Updated Record Field
Triggers when a record field is updated.
- Create Card
Creates a card in a Pipefy pipe, filling in its start form fields.
- Create Record
Creates a new table record.
- Delete Card
Permanently deletes a card from its pipe.
- Delete Database Record
Delete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation.
- Find Card
Returns the cards in a pipe whose chosen field matches the specified value.
- Find Database Records
Find a database records by title.
- Get Card
Retrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values.
- Get Database Record
Fetch a single database table record by ID via the GraphQL `table_record(id: ID)` query.
- Move Card
Moves a Pipefy card to another phase of its pipe.
- Update Card Field
Sets a new value on one field of an existing Pipefy card.
- Update Database Record
Update a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation.
- Invoice Issued
Triggers when an invoice is issued.
- New Attempt
Triggers when a new service attempt is logged on any job.
- New Company
Triggers when a new company is added in ServeManager.
- New Job
Triggers when a new job is created in ServeManager.
- New Note
Triggers when a new note is added to any job.
- Cancel Job
Cancels a job and records a cancellation note on it.
- Create Company
Creates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
- Delete Attempt
Deletes a service attempt.
- Find Company
Finds ServeManager companies by a text search over company and contact details, most reliably a full email address.
- Find Court Case
Finds court cases by case number, plaintiff, defendant or court branch name.
- Find Job
Finds jobs by a text search over company names, recipients, zip codes and other job details.
- Get Attempt
Returns one service attempt by ID, including serve type, outcome, recipient and address.
- Get Court Case
Returns one court case by ID, including its plaintiff, defendant, case number and court.
- Get Job
Returns one ServeManager job by its ID, including recipient, status and client details.
- List Employees
Lists the employees on your ServeManager account with their contact details and permission level.
- Update Company
Updates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
- Upload File
Attaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.
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 Hyrule CompendiumHyrule Compendium is an open-source REST service exposing data on every interactive item in The Legend of...
Pipefy to PublerPubler is a social media management platform that lets you plan, schedule, and analyze posts across multiple...
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.
More into ServeManager
HubSpot to ServeManagerHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ServeManagerSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to ServeManagerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ServeManagerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ServeManagerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ServeManagerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Pipefy and ServeManager, 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 ServeManager when something happens in Pipefy?
Any of ServeManager's 12 actions, including Create Company, Update Company, Upload File and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServeManager to Pipefy?
Yes. When something happens in ServeManager, your agent can act in Pipefy too. This page covers both directions: ServeManager's triggers and Pipefy's actions are listed here as well.
Do I have to build a connector for Pipefy or ServeManager?
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 ServeManager 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.