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Flozy Integrations

CRM (Customer Relationship Management)

Put Flozy to work with AI and enterprise-grade automation

Automate smarter with Flozy 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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  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Integrate Google Sheets with FlozyIntegrate Google Sheets with Flozy
Google Sheets
Google, Spreadsheets
Integrate Calendly with FlozyIntegrate Calendly with Flozy
Calendly
Scheduling & Booking
Integrate CloudTalk with FlozyIntegrate CloudTalk with Flozy
CloudTalk
Phone & SMS
Integrate Apollo with FlozyIntegrate Apollo with Flozy
Apollo
Sales & CRM
Integrate Cal.com with FlozyIntegrate Cal.com with Flozy
Cal.com
Scheduling & Booking
Integrate Facebook Lead Ads with FlozyIntegrate Facebook Lead Ads with Flozy
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with FlozyIntegrate Airtable with Flozy
Airtable
Databases
Integrate CallRail with FlozyIntegrate CallRail with Flozy
CallRail
Call Tracking
Integrate Payhip with FlozyIntegrate Payhip with Flozy
Payhip
Commerce
Integrate Google Sheets with FlozyIntegrate Google Sheets with Flozy
Google Sheets
Google, Spreadsheets
Integrate Calendly with FlozyIntegrate Calendly with Flozy
Calendly
Scheduling & Booking
Integrate CloudTalk with FlozyIntegrate CloudTalk with Flozy
CloudTalk
Phone & SMS
Integrate Apollo with FlozyIntegrate Apollo with Flozy
Apollo
Sales & CRM
Integrate Cal.com with FlozyIntegrate Cal.com with Flozy
Cal.com
Scheduling & Booking
Integrate Facebook Lead Ads with FlozyIntegrate Facebook Lead Ads with Flozy
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Google Sheets with FlozyIntegrate Google Sheets with Flozy
Google Sheets
Google, Spreadsheets
Integrate Calendly with FlozyIntegrate Calendly with Flozy
Calendly
Scheduling & Booking
Integrate CloudTalk with FlozyIntegrate CloudTalk with Flozy
CloudTalk
Phone & SMS
Integrate Apollo with FlozyIntegrate Apollo with Flozy
Apollo
Sales & CRM
Integrate Cal.com with FlozyIntegrate Cal.com with Flozy
Cal.com
Scheduling & Booking
Integrate Facebook Lead Ads with FlozyIntegrate Facebook Lead Ads with Flozy
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with FlozyIntegrate Airtable with Flozy
Airtable
Databases
Integrate CallRail with FlozyIntegrate CallRail with Flozy
CallRail
Call Tracking
Integrate Payhip with FlozyIntegrate Payhip with Flozy
Payhip
Commerce

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Launch your first automated workflow

  • Create new cards in Flozy boards from new leads in Interact

    • Interact logo
    • Flozy logo
    Interact + Flozy
  • Move cards in Flozy when new Flozy invoices are paid

    • Flozy logo
    Flozy
  • Send emails in Gmail for new client onboarding in Flozy

    • Flozy logo
    • Gmail logo
    Flozy + Gmail
  • Update and manage cards in Flozy when invoice status changes occur

    • Flozy logo
    Flozy
  • Send email in Gmail when new messages are received in Flozy

    • Flozy logo
    • Gmail logo
    Flozy + Gmail
  • Edit Flozy cards when new Google Drive files are added

    • Google Drive logo
    • Flozy logo
    Google Drive + Flozy
  • Create new cards in Flozy boards from new leads in Interact

    • Interact logo
    • Flozy logo
    Interact + Flozy
  • Move cards in Flozy when new Flozy invoices are paid

    • Flozy logo
    Flozy
  • Send emails in Gmail for new client onboarding in Flozy

    • Flozy logo
    • Gmail logo
    Flozy + Gmail
  • Update and manage cards in Flozy when invoice status changes occur

    • Flozy logo
    Flozy
  • Send email in Gmail when new messages are received in Flozy

    • Flozy logo
    • Gmail logo
    Flozy + Gmail
  • Edit Flozy cards when new Google Drive files are added

    • Google Drive logo
    • Flozy logo
    Google Drive + Flozy
  • Create cards in Flozy boards for new files in Google Drive

    • Google Drive logo
    • Flozy logo
    Google Drive + Flozy
  • Assign new tasks in Flozy when funnel forms are submitted in Flozy

    • Flozy logo
    Flozy
  • Send emails in Gmail for new appointment bookings in Flozy

    • Flozy logo
    • Gmail logo
    Flozy + Gmail
  • Assign tasks in Flozy when new messages are received

    • Flozy logo
    Flozy
  • "create cards in Flozy boards for new client onboarding in Flozy"

    • Flozy logo
    Flozy
  • Create Google Drive file sharing preferences when new contracts are signed in Flozy

    • Flozy logo
    • Google Drive logo
    Flozy + Google Drive
    • Create cards in Flozy boards for new files in Google Drive

      • Google Drive logo
      • Flozy logo
      Google Drive + Flozy
    • Assign new tasks in Flozy when funnel forms are submitted in Flozy

      • Flozy logo
      Flozy
    • Send emails in Gmail for new appointment bookings in Flozy

      • Flozy logo
      • Gmail logo
      Flozy + Gmail
    • Assign tasks in Flozy when new messages are received

      • Flozy logo
      Flozy
    • "create cards in Flozy boards for new client onboarding in Flozy"

      • Flozy logo
      Flozy
    • Create Google Drive file sharing preferences when new contracts are signed in Flozy

      • Flozy logo
      • Google Drive logo
      Flozy + Google Drive

    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.

      • Workspaces
        Required
      • Boards
        Required
      Trigger
      Instant
      Try It
      • workspace
        Required
      • Contract Type
        Required
      Trigger
      Instant
      Try It
      • Workspace
        Required
      • Invoice Type
        Required
      • Invoice Status
        Required
      Trigger
      Instant
      Try It
      • Workspace
        Required
      • Chat Type
        Required
      • Chat Received From
        Required
      Trigger
      Instant
      Try It

    For builders

    Let your AI safely access Flozy

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

    • Assign Task
    • Create Card in Boards

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Flozy 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 Flozy 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: "flozy", owner: "me" });
    
    await zapier.runAction({
      app: 'flozy',
      action: 'assign_task',
      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.

    Flozy Help & Support

    Common questions

    flozy logo
    About Flozy
    Flozy is an all-in-one platform for agencies to streamline client onboarding and team management with more AI automation.
    Related categories

    Popular Flozy Integrations

    • Google Sheets
    • Calendly
    • CloudTalk
    • Apollo
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