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ReportFlow Integrations

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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.

  • ReportFlow triggers, actions, and search
    New PDF Generated

    Triggers when a PDF finishes generating. Use passthrough to match an async result to the request that started it.

    Trigger
    Instant
    Try It
    • Design
      Required
    • File Name
      Required
    • Share Type
    • Passcode Protection
    • Passthrough (Correlation ID)
    Action
    Write
    • Request ID
      Required
    • File ID
    • File Name (Override)
    Action
    Write
    • Design
      Required
    • File Name
      Required
    • Share Type
    • Passcode Protection
    • Passthrough (Correlation ID)
    Action
    Write

For builders

Let your AI safely access ReportFlow

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

  • Download PDF
  • Generate PDF (Async)

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose ReportFlow 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 ReportFlow 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: "reportflow", owner: "me" });

await zapier.runAction({
  app: 'reportflow',
  action: 'download_pdf',
  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.

ReportFlow Help & Support

Common questions

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About ReportFlow
ReportFlow is a cloud document design platform that turns your report templates into finished PDFs like invoices and quotes.
Related categories

Popular ReportFlow Integrations

  • Airtable
  • ActiveCampaign

Popular ReportFlow Integrations