Silverfin Integrations

Name: Zapier
Availability: InStock

Put Silverfin to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Or pick an app to pair with

Airtable

Databases

ActiveCampaign

Marketing Automation

Human in the Loop

AI Assistants

Microsoft Entra ID

Microsoft, Security & Identity Tools

Airtable

Databases

ActiveCampaign

Marketing Automation

Human in the Loop

AI Assistants

Microsoft Entra ID

Microsoft, Security & Identity Tools

Airtable

Databases

ActiveCampaign

Marketing Automation

Human in the Loop

AI Assistants

Microsoft Entra ID

Microsoft, Security & Identity Tools

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create comments in Silverfin for new approval requests in Human in the Loop
Premium
Details
Try it
Human in the Loop + Silverfin
Create remarks in Silverfin for new budgets in Silverfin
Details
Try it
Silverfin
Create to-dos from new companies in Silverfin
Details
Try it
Silverfin
Add new Microsoft Entra ID users to Silverfin
Premium
Details
Try it
Microsoft Entra ID + Filter by Zapier + Silverfin
Create Slack messages when new remarks are created in Silverfin
Details
Try it
Silverfin + Slack

Create comments in Silverfin for new approval requests in Human in the Loop

Details

Try it

Human in the Loop + Silverfin

Create remarks in Silverfin for new budgets in Silverfin

Details

Try it

Silverfin

Create to-dos from new companies in Silverfin

Details

Try it

Silverfin

Add new Microsoft Entra ID users to Silverfin

Details

Try it

Microsoft Entra ID + Filter by Zapier + Silverfin

Create Slack messages when new remarks are created in Silverfin

Details

Try it

Silverfin + Slack

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.

- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Period
  Required
Trigger
Polling
Try It
New Export File Template
Triggers when a new export file template is created.
Trigger
Polling
Try It
- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Period
  Required
Trigger
Polling
Try It

- Company
  Required
- Period
  Required
Trigger
Polling
Try It
- Company_type
- First_name
- Last_name
- National_insurance_number
- Name
- Periods_per_year
  Required
- Year_end
  Required
- Organisation_form
- File_code
- Visible_for_contributors
- Vat_identifier
- Street
- City
- Country
- Currency
Action
Write

- Company
  Required
- Period
  Required
- Remark Text
  Required
- Placement for Remark
  Required
- Account
- Company
- Reconciliation
- Report
- Budget
- Bot Name
- Save as Todo
- Documents
Action
Write
- Company
  Required
- Page
- Per_page
Action
Search
- Page
- Per_page
- File_code
Action
Search
- Company
  Required
- Period
  Required
- Accept_language
- Page
- Per_page
Action
Search
- Accept_language
- Page
- Per_page
Action
Search
- Company
  Required
- Period
  Required
- Page
- Per_page
Action
Search
- Company
  Required
- Period
  Required
- Page
- Per_page
Action
Search
- Company
  Required
- Period
  Required
- Accept_language
- Page
- Per_page
Action
Search

- Company
  Required
Trigger
Polling
Try It
- Company
  Required
- Period
  Required
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
- Company
  Required
- Period
  Required
Trigger
Polling
Try It
- Company
  Required
- Period
  Required
Trigger
Polling
Try It
- Company
  Required
- Period
  Required
- Remark
  Required
- Comment Text
  Required
- Bot Name
- Documents
Action
Write
- Company
  Required
- Period
  Required
- Export File Template
  Required
Action
Write
- Email
  Required
- Name
  Required
- Contributor
- Send Welcome Email
- Locale (ISO 2-digit country code)
- Staff Access
- Receive Digest Emails
- Email Notification Frequency
Action
Write
- Company
  Required
- Page
- Per_page
Action
Search
- Company
  Required
- Period
  Required
- Export File Instance
  Required
- Accept_language
Action
Search
- Company
  Required
- Period
  Required
- Accept-Language
- Page
- Per Page
Action
Search
- Company
  Required
- Accept_language
- Page
- Per_page
- Public
Action
Search
- Company
  Required
- Period
  Required
- Page
- Per_page
Action
Search
- Page
- Per_page
Action
Search
- Company
  Required
- Period
  Required
- Workflow
  Required
- Accept_language
Action
Search

For builders

Let your AI safely access Silverfin

Go beyond Zap workflows. Install Zapier in your AI to call Silverfin 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 Silverfin 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 Comment
Create Company

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Silverfin 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 Silverfin 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: "silverfin", owner: "me" });

await zapier.runAction({
  app: 'silverfin',
  action: 'createComment',
  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.

Silverfin Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Silverfin

Silverfin is a cloud platform that helps accountancy firms prepare and complete working papers, financial statements, corporation tax and management reports.

HelpHelp

Related categories

Accounting

Popular Silverfin Integrations

Microsoft Entra ID

Silverfin Integrations

Put Silverfin to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create comments in Silverfin for new approval requests in Human in the Loop

Create remarks in Silverfin for new budgets in Silverfin

Create to-dos from new companies in Silverfin

Add new Microsoft Entra ID users to Silverfin

Create Slack messages when new remarks are created in Silverfin

Create comments in Silverfin for new approval requests in Human in the Loop

Create remarks in Silverfin for new budgets in Silverfin

Create to-dos from new companies in Silverfin

Add new Microsoft Entra ID users to Silverfin

Create Slack messages when new remarks are created in Silverfin

Let your AI safely access Silverfin

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Silverfin Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Silverfin Integrations

Popular Silverfin Integrations

Connect Your App Accounts to Zapier