Integration
Connect Pipedrive to Unleashed Software
When New Deal fires in Pipedrive, your agent runs Add customer in Unleashed Software. 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 Unleashed Software 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)Pipedrive holds the deals and contacts, Unleashed Software holds the stock, customers and orders. Joining them means a new deal or organization in Pipedrive can create the matching customer record or sales order in Unleashed, and your sales team can see Unleashed customers and orders without leaving the CRM. The agent builds the connection, tests every scenario and keeps it running.
Example flows
What Pipedrive can start in Unleashed Software
When New Deal in Pipedrive
then Add customer in Unleashed Software
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 Unleashed Software
Triggers and actions 7 triggers · 50 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.
- Add customer
- Add product
Adds a new product
- Add purchase order
- Add sales order
- Add stock adjustment
Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products.
- Get stock adjustment
Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines.
- List customers
Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers).
- List products
Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date.
- List purchase orders
Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number.
- List sales invoices
Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status.
- List sales orders
Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range.
- List suppliers
Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date.
- Update customer
Updates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed.
- Update product
Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value.
- Update sales order
Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value.
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
Pipedrive and Unleashed Software, answered
Can something in Unleashed Software start a workflow in Pipedrive?
No, Unleashed Software does not offer triggers here, so every workflow starts from a Pipedrive event such as a new deal, person, organization or activity. From there the agent can add or update customers, products and sales orders in Unleashed.
How do I avoid creating the same Unleashed customer twice?
The agent can list customers in Unleashed Software filtered by code, name or email before anything is created, and only add the customer when nothing comes back. If a match exists it can update that customer instead, or write a note back on the Pipedrive record.
What can start an automation from Pipedrive?
Any of Pipedrive's 7 triggers in the catalog, including New Deal, New Organization, New Person and New Person (with Custom Fields and Labels). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Unleashed Software when something happens in Pipedrive?
Any of Unleashed Software's 15 actions, including Add customer, Add sales order, List customers and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Unleashed Software to Pipedrive?
Unleashed Software has no triggers in the catalog today, so automations start in Pipedrive. If you need the other direction, ask: your agent reads Unleashed Software's API documentation and adds it.
Do I have to build a connector for Pipedrive or Unleashed Software?
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 Unleashed Software 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.