Integration
Connect Pipedrive and Resource Guru
When New Activity fires in Pipedrive, your agent runs Add task in Resource Guru, or New or Updated Booking in Resource Guru to Create Deal in Pipedrive. 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 Pipedrive and Resource Guru 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 Pipedrive and Resource Guru can do together
From Pipedrive to Resource Guru
When New Activity in Pipedrive
then Add task in Resource Guru
From Resource Guru to Pipedrive
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 Pipedrive and Resource Guru
Triggers and actions 12 triggers · 65 actions
- Deal Won
Triggers when a deal is marked as won in Pipedrive.
- New Activity
Triggers when a new activity is created.
- New Deal
Triggers when a new deal is created.
- New lead
Triggers when a new lead is added in Pipedrive.
- New Organization
Triggers when a new organization is added.
- New Person
Triggers when a new person (contact) is added.
- New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
- Add product
Creates a new product in your Pipedrive products catalog, with optional prices, tax, unit and custom field values.
- Create Activity
Creates a new activity (call, meeting, task, etc.).
- Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
- Create Lead
Creates a new lead. Returns the created lead.
- Create Note
Adds a new note to a deal, person, or organization.
- Create Organization
Adds a new organization. Returns the created organization.
- Create Person
Adds a new person (contact). Returns the created person.
- Delete Activity
Marks an activity as deleted.
- Delete Deal
Marks a deal as deleted.
- Delete Organization
Marks an organization as deleted.
- Delete Person
Marks a person as deleted.
- Get Activity
Returns the details of one Pipedrive activity by its ID, including its subject, type, due date, linked records and participants.
- Get Deal
Returns the deal with the given ID.
- Get lead
Returns the details of a single Pipedrive lead by its ID, including its custom field values.
- Get Organization
Returns the organization with the given ID.
- Get Person
Returns the person with the given ID.
- Get product
Returns one Pipedrive product by its ID, including its prices and custom field values.
- Get related deals for person
Returns deals having the specified status that are related to the specified person.
- Get stage ID by stage name
Returns the stage id if the stage name exists.
- List activities
Returns the activities in the Pipedrive account, optionally narrowed by saved filter, owner, deal, lead, person, organization, done status or update time.
- List deals
Returns the deals in your Pipedrive account that are not archived, optionally filtered by owner, person, organization, pipeline, stage, status or update time.
- List organizations
Returns all organizations in the Pipedrive account, optionally narrowed by filter, owner, IDs or update time.
- List persons
Returns the persons in your Pipedrive account, optionally narrowed by filter, owner, organization, deal or update time.
- List pipelines
Returns all deal pipelines in the Pipedrive account, with their names and ids.
- List stages
Returns the stages in your Pipedrive account, optionally limited to one pipeline.
- Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
- Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
- Search Deals
Searches deals by term. Returns matching deals.
- Search Organizations
Searches organizations by term. Returns matching organizations.
- Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
- Update Activity
Updates an existing activity by ID.
- Update Deal
Updates an existing deal by ID.
- Update note
Updates an existing note in Pipedrive: its content, the deal, person, organization, lead, project or task it is attached to, its author, and its pinning.
- Update Organization
Updates an existing organization by ID.
- Update Person
Updates an existing person by ID.
- New or Updated Booking
Triggers when a new booking is created and/or a booking is updated.
- New or Updated Client
Triggers when a new client is created and/or a client is updated.
- New or Updated Project
Triggers when a new project is created and/or when a project is updated.
- New or Updated Resource
Triggers when a new resource is created and/or when a resource is updated.
- New or Updated Time Off Event
Triggers when a time off event is created and/or a time off event is updated.
- Add task
Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.
- Create Booking
Creates a new booking for one or more resources in Resource Guru.
- Create Client
Creates a new client in a Resource Guru account.
- Create Phase
Creates a phase in a Resource Guru project.
- Create Project
Creates a new project.
- Create Resource
Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
- Create Time Off Event
Creates a time off (downtime) event for one or more resources in Resource Guru.
- Delete booking
Deletes a booking, or a single date or set of occurrences of a repeating booking.
- Delete client
Deletes a client from a Resource Guru account.
- Delete project
Deletes a project from a Resource Guru account.
- Delete resource
Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
- Delete time off event
Deletes a time off event (downtime) from a Resource Guru account.
- Get booking
Get one booking by id.
- Get client
Returns a specific client by its ID.
- Get Phase
Returns a single phase by its id.
- Get project
Returns a specific project by its id, including its client, team, activity types and custom field values.
- Get resource
Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
- Get task
Returns one Resource Guru task with its phase, dates and estimate.
- Get time off event
Returns a single time off (downtime) event by its id.
- List bookings
List bookings.
- List clients
Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
- List projects
Returns every active project in a Resource Guru account, optionally including archived and deleted projects.
- List resources
Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
- List time off events
Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
- List users
Returns every user on the Resource Guru account, both active and deleted.
- Update Booking
Updates an existing booking by ID.
- Update Client
Updates an existing client in Resource Guru. Only the fields you fill in are changed.
- Update Project
Update an existing project in Resource Guru. Only the fields you fill in are changed.
- Update Resource
Updates an existing resource.
- Update Time Off Event
Updates a time off event.
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
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Questions
Pipedrive and Resource Guru, answered
What can start an automation from Pipedrive?
Any of Pipedrive's 7 triggers in the catalog, including New Activity, New Deal, New lead and New Organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Resource Guru when something happens in Pipedrive?
Any of Resource Guru's 30 actions, including Create Booking, Create Client, Create Phase and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Guru to Pipedrive?
Yes. When something happens in Resource Guru, your agent can act in Pipedrive too. This page covers both directions: Resource Guru's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or Resource Guru?
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 Pipedrive and Resource Guru 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.