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ASSIST Integrations

AI Assistants

Put ASSIST to work with AI and enterprise-grade automation

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Or pick an app to pair with
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Marketing Automation
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Integrate ActiveCampaign with ASSISTIntegrate ActiveCampaign with ASSIST
ActiveCampaign
Marketing Automation

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Launch your first automated workflow

  • Upload new Google Drive files in folders as invoices in ASSIST

    • Google Drive logo
    • ASSIST logo
    Google Drive + ASSIST
  • Upload new Gmail attachments to ASSIST as invoices

    • Gmail logo
    • ASSIST logo
    Gmail + ASSIST
  • Upload new Microsoft Outlook attachments to ASSIST as invoices

    • Microsoft Outlook logo
    • ASSIST logo
    Microsoft Outlook + ASSIST
  • Upload new OneDrive files as invoices in ASSIST

    • OneDrive logo
    • ASSIST logo
    OneDrive + ASSIST
  • Create Xero Bills from new parsed document data via ASSIST

    Premium
    Details
    • ASSIST logo
    • Xero logo
    ASSIST + Xero
  • Create QuickBooks Online bills from new parsed document data via ASSIST

    Premium
    Details
    • ASSIST logo
    • QuickBooks Online logo
    ASSIST + QuickBooks Online
  • Upload new Google Drive files in folders as invoices in ASSIST

    • Google Drive logo
    • ASSIST logo
    Google Drive + ASSIST
  • Upload new Gmail attachments to ASSIST as invoices

    • Gmail logo
    • ASSIST logo
    Gmail + ASSIST
  • Upload new Microsoft Outlook attachments to ASSIST as invoices

    • Microsoft Outlook logo
    • ASSIST logo
    Microsoft Outlook + ASSIST
  • Upload new OneDrive files as invoices in ASSIST

    • OneDrive logo
    • ASSIST logo
    OneDrive + ASSIST
  • Create Xero Bills from new parsed document data via ASSIST

    Premium
    Details
    • ASSIST logo
    • Xero logo
    ASSIST + Xero
  • Create QuickBooks Online bills from new parsed document data via ASSIST

    Premium
    Details
    • ASSIST logo
    • QuickBooks Online logo
    ASSIST + QuickBooks Online
  • Create Google Sheets row for new parsed document data via ASSIST

    • ASSIST logo
    • Google Sheets logo
    ASSIST + Google Sheets
  • Upload new Google Drive files as invoices in ASSIST

    • Google Drive logo
    • ASSIST logo
    Google Drive + ASSIST
    • Create Google Sheets row for new parsed document data via ASSIST

      • ASSIST logo
      • Google Sheets logo
      ASSIST + Google Sheets
    • Upload new Google Drive files as invoices in ASSIST

      • Google Drive logo
      • ASSIST logo
      Google Drive + ASSIST

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • ASSIST triggers, actions, and search
      New Parsed Document Data

      Triggers whenever new document is uploaded and processed successfully.

      Trigger
      Instant
      Try It
      • Filename
        Required
      • File
        Required
      Action
      Write
      • Filename
        Required
      • File
        Required
      Action
      Write

    For builders

    Let your AI safely access ASSIST

    Go beyond Zap workflows. Install Zapier in your AI to call ASSIST actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in ASSIST from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Upload Invoice
    • Upload Receipt

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose ASSIST actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a ASSIST connection @ https://zapier.com/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "assist", owner: "me" });
    
    await zapier.runAction({
      app: 'assist',
      action: 'uploadInvoice',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    ASSIST Help & Support

    Common questions

    assist logo
    About ASSIST
    ASSIST is an AI-powered application equipped with OCR capabilities to facilitate extracting information from financial documents.
    Related categories

    Popular ASSIST Integrations

    • Airtable
    • ActiveCampaign

    Popular ASSIST Integrations