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Flatfile Integrations

AI Assistants

Put Flatfile to work with AI and enterprise-grade automation

Automate smarter with Flatfile and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Microsoft Outlook with FlatfileIntegrate Microsoft Outlook with Flatfile
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Google Drive with FlatfileIntegrate Google Drive with Flatfile
Google Drive
File Management & Storage, Google
Integrate Airtable with FlatfileIntegrate Airtable with Flatfile
Airtable
Databases
Integrate ActiveCampaign with FlatfileIntegrate ActiveCampaign with Flatfile
ActiveCampaign
Marketing Automation
Integrate Google Business Profile with FlatfileIntegrate Google Business Profile with Flatfile
Google Business Profile
Google, Website Builders
Integrate Microsoft Outlook with FlatfileIntegrate Microsoft Outlook with Flatfile
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Google Drive with FlatfileIntegrate Google Drive with Flatfile
Google Drive
File Management & Storage, Google
Integrate Airtable with FlatfileIntegrate Airtable with Flatfile
Airtable
Databases
Integrate ActiveCampaign with FlatfileIntegrate ActiveCampaign with Flatfile
ActiveCampaign
Marketing Automation
Integrate Google Business Profile with FlatfileIntegrate Google Business Profile with Flatfile
Google Business Profile
Google, Website Builders
Integrate Microsoft Outlook with FlatfileIntegrate Microsoft Outlook with Flatfile
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Google Drive with FlatfileIntegrate Google Drive with Flatfile
Google Drive
File Management & Storage, Google
Integrate Airtable with FlatfileIntegrate Airtable with Flatfile
Airtable
Databases
Integrate ActiveCampaign with FlatfileIntegrate ActiveCampaign with Flatfile
ActiveCampaign
Marketing Automation
Integrate Google Business Profile with FlatfileIntegrate Google Business Profile with Flatfile
Google Business Profile
Google, Website Builders

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Launch your first automated workflow

  • Create Salesforce contacts for new documents in Flatfile

    Premium
    Details
    • Flatfile logo
    • Salesforce logo
    Flatfile + Salesforce
  • Create Salesforce contacts for new documents in Flatfile

    Premium
    Details
    • Flatfile logo
    • Salesforce logo
    Flatfile + Salesforce
    • 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.

        • Environment ID
          Required
        Trigger
        Polling
        Try It
        • Space ID
          Required
        Trigger
        Polling
        Try It
      • Flatfile triggers, actions, and search
        New User

        Triggers when a new user is created.

        Trigger
        Polling
        Try It

      For builders

      Let your AI safely access Flatfile

      Go beyond Zap workflows. Install Zapier in your AI to call Flatfile 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 Flatfile 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

      • Create Document
      • Create Prompt

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Flatfile 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 Flatfile 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: "flatfile", owner: "me" });
      
      await zapier.runAction({
        app: 'flatfile',
        action: 'create_document',
        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.

      Flatfile Help & Support

      Common issues

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      About Flatfile
      Flatfile is an AI-powered data import and exchange platform that helps teams and businesses seamlessly handle spreadsheets and files.
      Related categories

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