Integration
Connect Pipedrive and Wheelbase
When New Activity fires in Pipedrive, your agent runs Create Customer in Wheelbase, or New Customer in Wheelbase 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 Wheelbase 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 Wheelbase can do together
From Pipedrive to Wheelbase
When New Activity in Pipedrive
then Create Customer in Wheelbase
When New Deal in Pipedrive
then Update customer in Wheelbase
From Wheelbase to Pipedrive
When New Customer in Wheelbase
then Create Deal in Pipedrive
When New Message in Wheelbase
then Create Lead in 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 Wheelbase
Triggers and actions 11 triggers · 51 actions
Trigger
Deal WonTriggers when a deal is marked as won in Pipedrive.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New DealTriggers when a new deal is created.
Trigger
New leadTriggers when a new lead is added in Pipedrive.
Trigger
New OrganizationTriggers when a new organization is added.
Trigger
New PersonTriggers when a new person (contact) is added.
Trigger
New Person (with Custom Fields and Labels)Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Add productCreates a new product in your Pipedrive products catalog, with optional prices, tax, unit and custom field values.
Action
Create ActivityCreates a new activity (call, meeting, task, etc.).
Action
Create DealAdds a new deal to Pipedrive. Returns the created deal.
Action
Create LeadCreates a new lead. Returns the created lead.
Action
Create NoteAdds a new note to a deal, person, or organization.
Action
Create OrganizationAdds a new organization. Returns the created organization.
Action
Create PersonAdds a new person (contact). Returns the created person.
Action
Delete ActivityMarks an activity as deleted.
Action
Delete DealMarks a deal as deleted.
Action
Delete OrganizationMarks an organization as deleted.
Action
Delete PersonMarks a person as deleted.
Action
Get ActivityReturns the details of one Pipedrive activity by its ID, including its subject, type, due date, linked records and participants.
Action
Get DealReturns the deal with the given ID.
Action
Get leadReturns the details of a single Pipedrive lead by its ID, including its custom field values.
Action
Get OrganizationReturns the organization with the given ID.
Action
Get PersonReturns the person with the given ID.
Action
Get productReturns one Pipedrive product by its ID, including its prices and custom field values.
Action
Get related deals for personReturns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage nameReturns the stage id if the stage name exists.
Action
List activitiesReturns the activities in the Pipedrive account, optionally narrowed by saved filter, owner, deal, lead, person, organization, done status or update time.
Action
List dealsReturns the deals in your Pipedrive account that are not archived, optionally filtered by owner, person, organization, pipeline, stage, status or update time.
Action
List organizationsReturns all organizations in the Pipedrive account, optionally narrowed by filter, owner, IDs or update time.
Action
List personsReturns the persons in your Pipedrive account, optionally narrowed by filter, owner, organization, deal or update time.
Action
List pipelinesReturns all deal pipelines in the Pipedrive account, with their names and ids.
Action
List stagesReturns the stages in your Pipedrive account, optionally limited to one pipeline.
Action
Merge organizationsMerges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge personsMerges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search DealsSearches deals by term. Returns matching deals.
Action
Search OrganizationsSearches organizations by term. Returns matching organizations.
Action
Search PersonsSearches persons by term (name, email, phone). Returns matching persons.
Action
Update ActivityUpdates an existing activity by ID.
Action
Update DealUpdates an existing deal by ID.
Action
Update noteUpdates an existing note in Pipedrive: its content, the deal, person, organization, lead, project or task it is attached to, its author, and its pinning.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person by ID.
Trigger
New CustomerTriggered when a new customer is created or a marketplace guest books with the dealer.
Trigger
New MessageTriggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.
Trigger
New or Updated ReservationTriggers when a reservation is created or updated in Wheelbase.
Trigger
New RentalTriggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.
Action
Approve bookingApproves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.
Action
Cancel bookingCancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.
Action
Create CustomerCreates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.
Action
Create ReservationCreates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.
Action
Decline bookingDeclines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.
Action
Find a CustomerReturns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.
Action
Find a RentalReturns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.
Action
Get bookingReturns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.
Action
Get customerReturns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.
Action
Get listingReturns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.
Action
List booking paymentsReturns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.
Action
List bookingsReturns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.
Action
List locationsReturns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.
Action
Update customerUpdates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.
Action
Update listingUpdates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.
Action
Update ReservationUpdates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.
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
More from Pipedrive
Pipedrive to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pipedrive to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Pipedrive to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Pipedrive to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Pipedrive to MailchimpMailchimp marketing automation and email platform.
Pipedrive to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Wheelbase
HubSpot to WheelbaseHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to WheelbaseSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to WheelbaseSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to WheelbaseGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to WheelbaseGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WheelbaseGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pipedrive and Wheelbase, 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 Wheelbase when something happens in Pipedrive?
Any of Wheelbase's 16 actions, including Create Customer, Create Reservation, Update customer and Update listing. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wheelbase to Pipedrive?
Yes. When something happens in Wheelbase, your agent can act in Pipedrive too. This page covers both directions: Wheelbase's triggers and Pipedrive's actions are listed here as well.
Do I have to build a connector for Pipedrive or Wheelbase?
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 Wheelbase 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.