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Zapier Integration

Connect InFlow AI to 6,000+ apps — no code required

What you can do with Zapier

Auto-import invoices from QuickBooks, Xero, Zoho
Sync new invoices from Google Sheets
Get Slack/Teams alerts on payment events
Update your CRM when invoices are paid
Log escalations in project management tools
Trigger workflows on status changes

Setup Guide

1

Get your InFlow AI API Key

Go to your InFlow AI dashboard:

  1. Navigate to Settings → Integrations → API Keys
  2. Click "Generate New API Key"
  3. Give it a name like "Zapier" and click Create
  4. Copy the key (starts with inflow_) — you'll need it in the next step
⚠️ Keep your API key secure. Never share it publicly or commit it to version control.
2

Add InFlow AI to Zapier

  1. Go to zapier.com and log in
  2. Click "Create Zap" (top-left)
  3. In the trigger search, type "InFlow AI"
  4. Select InFlow AI as the trigger app
  5. When prompted for authentication, paste your API key from Step 1
  6. Click "Test Authentication" — you should see a green checkmark
3

Choose a Trigger

InFlow AI provides these triggers:

New Invoice

Fires when a new invoice is created or imported into InFlow AI.

Invoice Status Changed

Fires when an invoice status changes (e.g., overdue → promised → paid).

Escalation Created

Fires when an invoice is escalated to the next level.

4

Choose an Action

Use InFlow AI as an action to push data in:

Create Invoice

Import a new invoice into InFlow AI from any source (QuickBooks, Xero, Sheets, etc.)

Update Invoice Status

Mark an invoice as paid, disputed, or write-off from an external system.

Find Invoice

Search for an existing invoice by number, debtor, or amount.

5

Test & Activate

  1. Click "Test trigger" — Zapier will pull sample data from your InFlow AI account
  2. Configure your action app (Slack, Google Sheets, CRM, etc.)
  3. Map the fields: invoice number, debtor name, amount, due date, status
  4. Run a test to make sure data flows correctly
  5. Click "Publish" to activate your Zap

Popular Zap Templates

QuickBooks

Auto-import new invoices into InFlow AI

Xero

Sync overdue invoices to InFlow AI

InFlow AI

Post to Slack when invoice is paid

Google Sheets

Create InFlow AI invoice from new row

InFlow AI

Update HubSpot deal when status changes

InFlow AI

Log escalations to Monday.com

Available Data Fields

When using InFlow AI triggers, these fields are available for mapping:

invoice_numberdebtor_namedebtor_companydebtor_emaildebtor_phoneamountcurrencyissue_datedue_datestatuspayment_statuslanguageescalation_levelnotes

Troubleshooting

Authentication fails

Make sure you're using the full API key (starts with inflow_). Check that the key hasn't been revoked in Settings → Integrations.

No data returned on test

Ensure your InFlow AI account has at least one invoice. If using a new account, import a test invoice first.

Trigger not firing

Zapier polls every 1-15 minutes depending on your plan. For real-time updates, use our webhook endpoints instead.

Fields are empty

Check that the invoice has all required fields filled in. Optional fields like notes or phone may be null.

Prefer the Direct API?

Full REST API documentation →

Need Help?

Contact support@inflowai.ai