--- title: "Connect Pipefy and Simplero - APIANT.ai" description: "When \"Moved Card\" fires in Pipefy, your agent runs \"Create or Update Contact\" in Simplero, or \"New Purchase\" in Simplero to \"Create Record\" in Pipefy." canonical: "https://apiant.ai/connect/pipefy-to-simplero" --- # Connect Pipefy and Simplero When **Moved Card** fires in [Pipefy](https://apiant.ai/connections/pipefy), your agent runs **Create or Update Contact** in [Simplero](https://apiant.ai/connections/simplero), or **New Purchase** in Simplero 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 Simplero **2** triggers Simplero **14** 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 Simplero 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 Simplero can do together ### From Pipefy to Simplero - When **Moved Card** in Pipefy then **Create or Update Contact** in Simplero - When **New Card** in Pipefy then **Update Contact** in Simplero ### From Simplero to Pipefy - When **New Purchase** in Simplero then **Create Record** in Pipefy - When **Tag Added to Contact** in Simplero 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 Simplero ## Triggers and actions 8 triggers · 25 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 Purchase** Triggers when a new purchase is made in Simplero. - Trigger **Tag Added to Contact** Triggers when a tag is added to a Simplero contact. - Action **Create or Update Contact** Creates a Simplero contact, or updates the existing contact with that email. - Action **Find Contact by Email** Finds Simplero contacts by email address. - Action **Get Contact** Returns one Simplero contact by ID. - Action **Issue Points for a Contact** Issues points (credits) to a Simplero contact. - Action **List Automations** Returns the automations in your Simplero account. - Action **List Lists** Returns the email lists in your Simplero account. - Action **List Products** Returns the products in your Simplero account. - Action **List Tags** Returns the tags in your Simplero account. - Action **Remove Subscription From a List** Unsubscribes a Simplero contact from an email list. - Action **Remove Tag From Contact** Removes a tag from a Simplero contact. - Action **Start an Automation for Existing Customer** Starts a Simplero automation for an existing contact. - Action **Subscribe to a List** Subscribes a Simplero contact to an email list. - Action **Tag Existing Contact** Adds a tag to an existing Simplero contact. - Action **Update Contact** Updates a Simplero contact's name, email or phone number. ## 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) - [ **Simplero** Integrated software for info marketing and online courses.](https://apiant.ai/connections/simplero) 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 Hyrule Compendium** Hyrule Compendium is an open-source REST service exposing data on every interactive item in The Legend of...](https://apiant.ai/connect/pipefy-to-hyrule-compendium) - [ **Pipefy to Publer** Publer is a social media management platform that lets you plan, schedule, and analyze posts across multiple...](https://apiant.ai/connect/pipefy-to-publer) - [ **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) ## More into Simplero - [ **HubSpot to Simplero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simplero) - [ **Salesforce to Simplero** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simplero) - [ **Google Sheets to Simplero** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-simplero) - [ **Gmail to Simplero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simplero) - [ **Google Calendar to Simplero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simplero) - [ **Google Drive to Simplero** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-simplero) Questions ## Pipefy and Simplero, 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 Simplero when something happens in Pipefy? Any of Simplero's 14 actions, including Create or Update Contact, Update Contact, Find Contact by Email and Get Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Simplero to Pipefy? Yes. When something happens in Simplero, your agent can act in Pipefy too. This page covers both directions: Simplero's triggers and Pipefy's actions are listed here as well. ### ### Do I have to build a connector for Pipefy or Simplero? 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 Simplero 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.