Integration
Connect Pipefy and Zoho Books
When something happens in Pipefy or Zoho Books, 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 Zoho Books 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 Zoho Books can do together
From Pipefy to Zoho Books
When Moved Card in Pipefy
then Add customer payment in Zoho Books
From Zoho Books 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 Zoho Books
Triggers and actions 12 triggers · 20 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.
- New bill
Triggered when a new bill is created
- New Customer
Triggers when a new customer is created.
- New Estimate
Triggers when a new estimate is created.
- New Expense
Triggers when an expense is created.
- New Item
Triggers when a new item is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- Add customer payment
Record a customer payment.
- Create Customer
Creates a new customer contact in a Zoho Books organization.
- Create Sales Invoice
Creates a new sales invoice.
- Find customers by criteria
Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).
- Find Invoice
Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.
- Get customer
Get a contact by id.
- Get sales invoice
Retrieves the details of an existing invoice in Zoho Books.
- Update customer
Updates an existing customer in Zoho Books. Only the fields you fill in are changed.
- Update sales invoice
Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.
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
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Questions
Pipefy and Zoho Books, 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 Zoho Books when something happens in Pipefy?
Any of Zoho Books's 9 actions, including Create Customer, Create Sales Invoice, Update customer and Update sales invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Books to Pipefy?
Yes. When something happens in Zoho Books, your agent can act in Pipefy too. This page covers both directions: Zoho Books's triggers and Pipefy's actions are listed here as well.
Do I have to build a connector for Pipefy or Zoho Books?
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.