--- title: "Connect Pipefy and Spotler CRM - APIANT.ai" description: "When \"Moved Card\" fires in Pipefy, your agent runs \"Create Contact\" in Spotler CRM, or \"New Contact\" in Spotler CRM to \"Create Record\" in Pipefy." canonical: "https://apiant.ai/connect/pipefy-to-spotler-crm" --- # Connect Pipefy and Spotler CRM When **Moved Card** fires in [Pipefy](https://apiant.ai/connections/pipefy), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM 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 Spotler CRM **4** triggers Spotler CRM **8** 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 Spotler CRM 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 Spotler CRM can do together ### From Pipefy to Spotler CRM - When **Moved Card** in Pipefy then **Create Contact** in Spotler CRM - When **New Card** in Pipefy then **Find Contact** in Spotler CRM ### From Spotler CRM to Pipefy - When **New Contact** in Spotler CRM then **Create Record** in Pipefy - When **New Task** in Spotler CRM 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 Spotler CRM ## Triggers and actions 10 triggers · 19 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 is created in Spotler CRM. - Trigger **New Task** Triggers when a new task is created in Spotler CRM. - Trigger **New/Updated Account** Triggers when an account is created or updated in Spotler CRM. - Trigger **New/Updated Opportunity** Triggers when an opportunity is created or updated in Spotler CRM. - Action **Create Account** Creates a new account (company) record in Spotler CRM. - Action **Create Activity** Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case. - Action **Create Contact** Creates a contact in Spotler CRM, linked to an existing account. - Action **Create Opportunity** Creates a new opportunity (sales deal) against an account in Spotler CRM. - Action **Find Account** Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records. - Action **Find Contact** Finds contacts whose email address matches exactly and returns the first match plus all matches. - Action **List Dropdown Values** Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types. - Action **Update Dropdown List** Appends one or more new values to a dropdown (lookup) list in Spotler CRM. ## 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) - [ **Spotler CRM** Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.](https://apiant.ai/connections/spotler-crm) 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 Spotler CRM - [ **HubSpot to Spotler CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-spotler-crm) - [ **Salesforce to Spotler CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-spotler-crm) - [ **Slack to Spotler CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-spotler-crm) - [ **Google Sheets to Spotler CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-spotler-crm) - [ **Gmail to Spotler CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-spotler-crm) - [ **Google Calendar to Spotler CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-spotler-crm) Questions ## Pipefy and Spotler CRM, 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 Spotler CRM when something happens in Pipefy? Any of Spotler CRM's 8 actions, including Create Account, Create Activity, Create Contact and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Spotler CRM to Pipefy? Yes. When something happens in Spotler CRM, your agent can act in Pipefy too. This page covers both directions: Spotler CRM's triggers and Pipefy's actions are listed here as well. ### ### Do I have to build a connector for Pipefy or Spotler CRM? 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 Spotler CRM 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.