CONNECT APP
Build with Overloop
CRM
- API key
MCP
Give your agent Overloop tools
Every Overloop action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Overloop account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "overloop",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Add Contact to Campaign:
const result = await mcp.callTool({
name: "overloop-add-contact-to-campaign",
arguments: {
contactId: "Contact ID",
campaignId: "Campaign ID",
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "overloop",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Add Contact to Campaign:
result = await session.call_tool("overloop-add-contact-to-campaign", {
"contactId": "Contact ID",
"campaignId": "Campaign ID",
})API PROXY
Call the Overloop API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Overloop API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://api.overloop.com/public/v1/organizations",
})
// Any allowed Overloop endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://api.overloop.com/public/v1/organizations
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkub3Zlcmxvb3AuY29tL3B1YmxpYy92MS9vcmdhbml6YXRpb25z?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run Overloop actions from your backend
Connect a user's Overloop account once, then run Add Contact to Campaign on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "overloop-add-contact-to-campaign",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
overloop: { authProvisionId: "apn_xxxxxxx" },
contactId: "Contact ID",
campaignId: "Campaign ID",
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="overloop-add-contact-to-campaign",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"overloop": {"authProvisionId": "apn_xxxxxxx"},
"contactId": "Contact ID",
"campaignId": "Campaign ID",
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "overloop-add-contact-to-campaign",
"configured_props": {
"overloop": { "authProvisionId": "apn_xxxxxxx" },
"contactId": "Contact ID",
"campaignId": "Campaign ID"
}
}'TOOLS
Overloop actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Add Contact to Campaign
actionAdds a contact to a campaign. See the docsWritev0.0.2 -
Create Contact
actionCreates a new contact. See the docsWritev0.0.2 -
Create Deal
actionCreates a new deal. See the docsWritev0.0.2 -
Create Organization
actionCreates a new organization. See the docsWritev0.0.2 -
Enroll Contact
actionEnroll a contact in a workflow. See the docsWritev0.0.2 -
Enroll Deal
actionEnroll a deal in a workflow. See the docsWritev0.0.2 -
Enroll Organization
actionEnroll an organization in a workflow. See the docsWritev0.0.2 -
Exclude Contact
actionAdd a contact to the exclusion list. See the docsWritev0.0.2 -
Get Contact
actionRetrieves a contact by id. See the docsRead-onlyv0.0.2 -
Get Deal
actionRetrieves a deal by id. See the docsRead-onlyv0.0.2 -
Get Organization
actionRetrieves an organization by id. See the docsRead-onlyv0.0.2 -
List Contact ID Options
actionRetrieves available options for the Contact ID field.Read-onlyv0.0.1 -
List Deal ID Options
actionRetrieves available options for the Deal ID field.Read-onlyv0.0.1 -
List List Names Options
actionRetrieves available options for the List Names field.Read-onlyv0.0.1 -
List Organization ID Options
actionRetrieves available options for the Organization ID field.Read-onlyv0.0.1 -
List Stage ID Options
actionRetrieves available options for the Stage ID field.Read-onlyv0.0.1 -
List User ID Options
actionRetrieves available options for the User ID field.Read-onlyv0.0.1 -
Mark Deal as Lost
actionMarks a deal as lost. See the docsWritev0.0.2 -
Mark Deal as Won
actionMarks a deal as won. See the docsWritev0.0.2 -
Move Deal
actionMoves a deal. See the docsWritev0.0.2 -
Update Contact
actionCreates a new contact. See the docsWritev0.0.2 -
Update Deal
actionUpdates a deal. See the docsWritev0.0.2 -
Update Organization
actionUpdates an organization. See the docsWritev0.0.2
EVENTS
Overloop triggers
Event sources your backend can deploy for users and receive through a webhook.
-
New Campaign Created
triggerEmit new event each time a campaign is created. See the docsv0.0.1 -
New Contact Created
triggerEmit new event each time a contact is created. See the docsv0.0.1 -
New Contact Replied
triggerEmit new event each time a contact replies to an email or LinkedIn message. See the docsv0.0.1 -
New Deal Created
triggerEmit new event each time a deal is created. See the docsv0.0.1 -
New Deal Lost
triggerEmit new event each time a deal is lost. See the docsv0.0.1 -
New Deal Won
triggerEmit new event each time a deal is won. See the docsv0.0.1 -
New Exclusion List Item Created
triggerEmit new event each time an exclusion list item is created. See the docsv0.0.1 -
New List Created
triggerEmit new event each time a list is created. See the docsv0.0.1 -
New Organization Created
triggerEmit new event each time an organization is created. See the docsv0.0.1 -
New Pipeline Created
triggerEmit new event each time a list is created. See the docsv0.0.1 -
New Stage Created
triggerEmit new event each time a stage is created. See the docsv0.0.1 -
New User Created
triggerEmit new event each time a user is created. See the docsv0.0.1 -
New Workflow Created
triggerEmit new event each time a workflow is created. See the docsv0.0.1
- App slug
- overloop
- Authentication
- API key
- Categories
- CRM
- Actions
- 23
- Triggers
- 13
- API proxy
- Available