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NinjaPipe integration

NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery. Use NinjaPipe from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Deal
  2. ZoftAgent or workflow decides what happens next
  3. Then in NinjaPipeSend to Databin
  4. AndCreate Deal
Illustrative flow built from NinjaPipe’s real triggers and actions.

Zoft + NinjaPipe

What Zoft can do with NinjaPipe.

  • 01Voice agentsA phone agent can use NinjaPipe actions such as Send to Databin and Create Deal during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update NinjaPipe while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Deal” happens in NinjaPipe, or use NinjaPipe as any step on the canvas.
  • 04AI employeesAn AI employee can find and use NinjaPipe actions on its own, and ask for your approval before it sends or changes anything important.

Actions 51

Things Zoft can do in NinjaPipe.

  • Get DealRetrieves a deal by ID.
  • Get TaskRetrieves a single task within a project.
  • Get OrderRetrieves an order by ID.
  • Get BudgetRetrieves a budget by ID.
  • List DealsRetrieves a list of deals.
  • List TasksRetrieves the tasks of a project as a flat list. Use parent_id on each item to build a tree.
  • Add to ListAdds a contact OR a company to a CRM list. The list type must match (Contact lists accept contacts, Company lists accept companies). Idempotent — returns already_in_list:true if already present.
  • Create DealCreates a new deal.
  • Create TaskCreates a task or subtask in a project.
  • Delete DealDeletes a deal by ID.
Show all 51
  • Delete TaskDeletes a task within a project. Subtasks may cascade.
  • Get CompanyRetrieves a company by ID.
  • Get ContactRetrieves a contact by ID.
  • Get ProductRetrieves a product by ID.
  • Get ProjectRetrieves a project by ID.
  • List OrdersRetrieves a list of orders.
  • Update DealUpdates a deal by ID.
  • Update TaskUpdates a task within a project.
  • Create OrderCreates a new order. Line items, currency, and custom fields go in Settings JSON.
  • Delete OrderDeletes an order by ID.
  • Get PipelineRetrieves a pipeline by ID.
  • List BudgetsRetrieves a list of budgets.
  • Update OrderUpdates an order by ID.
  • Create BudgetCreates a new budget.
  • Delete BudgetDeletes a budget by ID.
  • List ContactsRetrieves a list of contacts.
  • List ProductsRetrieves a list of products.
  • List ProjectsRetrieves a list of projects.
  • Update BudgetUpdates a budget by ID.
  • Create CompanyCreates a new company.
  • Create ContactCreates a new contact. Choose what happens if a contact with the same email already exists.
  • Create ProductCreates a new product.
  • Create ProjectCreates a new project.
  • Delete CompanyDeletes a company by ID.
  • Delete ContactDeletes a contact by ID.
  • Delete ProductDeletes a product by ID.
  • Delete ProjectDeletes a project by ID.
  • List CompaniesRetrieves a list of companies.
  • List PipelinesRetrieves a list of pipelines.
  • Update CompanyUpdates a company by ID.
  • Update ContactUpdates an existing contact by ID.
  • Update ProductUpdates a product by ID.
  • Update ProjectUpdates a project by ID.
  • Upsert ContactCreates a contact or updates an existing one by email.
  • Create PipelineCreates a new pipeline.
  • Custom API CallMake a custom API call to a specific endpoint
  • Delete PipelineDeletes a pipeline by ID.
  • Send to DatabinSends a JSON payload to a Databin webhook URL on your connected NinjaPipe workspace.
  • Update PipelineUpdates a pipeline by ID.
  • Toggle Client PortalEnable or disable client portal access for a contact. When enabling, NinjaPipe auto-generates a secure password and returns it in the response.
  • Create Budget ExpenseAdds an expense to a budget. The expense amount is added to the budget's spent amount.

Triggers 8

Events in NinjaPipe that can start a workflow.

  • New DealTriggers when a new deal is created.
  • New TaskTriggers when a new task is created in the selected project.
  • New CompanyTriggers when a new company is created.
  • New ContactTriggers when a new contact is created.
  • New or Updated DealTriggers when a deal is created or updated.
  • New or Updated TaskTriggers when a task in the selected project is created or updated.
  • New or Updated CompanyTriggers when a company is created or updated.
  • New or Updated ContactTriggers when a contact is created or updated.

Setup

Connect NinjaPipe in three steps.

  1. 01ConnectChoose NinjaPipe in Connections and enter the account details NinjaPipe asks for, such as a store name or token.
  2. 02Put it to workAdd NinjaPipe as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

NinjaPipe on Zoft, answered.

What can Zoft do with NinjaPipe?

Zoft supports 51 actions and 8 triggers for NinjaPipe. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect NinjaPipe to Zoft?

Choose NinjaPipe in Connections and enter the account details NinjaPipe asks for, such as a store name or token.

Can a voice agent or chat agent use NinjaPipe?

Yes. Once NinjaPipe is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in NinjaPipe without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put NinjaPipe to work in your operation.

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