--- title: "Connect CoachAccountable and Flatfile - APIANT.ai" description: "When \"New Client\" fires in CoachAccountable, your agent runs \"Create Document\" in Flatfile." canonical: "https://apiant.ai/connect/coachaccountable-to-flatfile" --- # Connect CoachAccountable and Flatfile When **New Client** fires in [CoachAccountable](https://apiant.ai/connections/coachaccountable), your agent runs **Create Document** in [Flatfile](https://apiant.ai/connections/flatfile), or **New Agent** in Flatfile to **Add Invoice Payment** in CoachAccountable. Describe the whole flow and it is built, tested on every scenario and kept running. CoachAccountable **5** triggers CoachAccountable **10** actions Flatfile **8** triggers Flatfile **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CoachAccountable and Flatfile to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CoachAccountable and Flatfile can do together ### From CoachAccountable to Flatfile - When **New Client** in CoachAccountable then **Create Document** in Flatfile - When **New Coach** in CoachAccountable then **Upload File** in Flatfile ### From Flatfile to CoachAccountable - When **New Agent** in Flatfile then **Add Invoice Payment** in CoachAccountable - When **New App** in Flatfile then **Add New Invoice** in CoachAccountable Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CoachAccountable and Flatfile ## Triggers and actions 13 triggers · 14 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Coach** Triggers when a new coach is created. - Trigger **New Invoice** Triggers when a new client invoice is created. - Trigger **New Invoice Payment** Triggers when a new payment is posted for an invoice. - Trigger **New Session** Triggers when a new Session is marked complete. - Action **Activate Client** Activates a Client. - Action **Add Invoice Payment** Posts a payment to a Client Invoice. - Action **Add New Action** Adds an action for a specific client. - Action **Add New Client** Adds a new Client. - Action **Add New Invoice** Adds a new invoice. - Action **Add Session** Log a new coaching session for a client. - Action **Get Client** Retrieve a single client by ID. - Action **List Clients** List all clients on the account. - Action **Mark Action Done** Marks an existing client Action done. - Action **Update Client** Update an existing client's profile fields. - Trigger **New Agent** Triggers when a new agent is created. - Trigger **New App** Triggers when a new app is created. - Trigger **New Document** Triggers when a new document is created in a space. - Trigger **New Event** Triggers when a new event occurs in Flatfile. - Trigger **New Prompt** Triggers when a new prompt is created. - Trigger **New Sheet** Trigger when a new sheet is created in a Flatfile workbook. - Trigger **New User** Triggers when a new user is created. - Trigger **New Workbook** Trigger when a new workbook is created in Flatfile. - Action **Create Document** Creates a new document in Flatfile. - Action **Create Prompt** Creates a new AI prompt in Flatfile. - Action **Get Document** Retrieves a single document from a Flatfile space by its ID. - Action **Upload File** Uploads a file to Flatfile. ## Each app on its own - [ **CoachAccountable** CoachAccountable is a platform to support and structure coaching relationships between coaches and their...](https://apiant.ai/connections/coachaccountable) - [ **Flatfile** Flatfile is an AI-powered data import and exchange platform that helps teams and businesses seamlessly...](https://apiant.ai/connections/flatfile) Reviews ## What our customers say ## More from CoachAccountable - [ **CoachAccountable to Dart** Dart streamlines project management so your team can get back to work that matters.](https://apiant.ai/connect/coachaccountable-to-dart) - [ **CoachAccountable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coachaccountable-to-hubspot) - [ **CoachAccountable to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coachaccountable-to-salesforce) - [ **CoachAccountable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coachaccountable-to-slack) - [ **CoachAccountable to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/coachaccountable-to-google-sheets) - [ **CoachAccountable to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coachaccountable-to-gmail) ## More into Flatfile - [ **Gmail to Flatfile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-flatfile) - [ **Shopify to Flatfile** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-flatfile) - [ **ActiveCampaign to Flatfile** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-flatfile) - [ **Airtable to Flatfile** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-flatfile) - [ **Asana to Flatfile** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-flatfile) - [ **ClickUp to Flatfile** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-flatfile) Questions ## CoachAccountable and Flatfile, answered ### ### What can start an automation from CoachAccountable? Any of CoachAccountable's 5 triggers in the catalog, including New Client, New Coach, New Invoice and New Invoice Payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Flatfile when something happens in CoachAccountable? Any of Flatfile's 4 actions, including Create Document, Create Prompt, Upload File and Get Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Flatfile to CoachAccountable? Yes. When something happens in Flatfile, your agent can act in CoachAccountable too. This page covers both directions: Flatfile's triggers and CoachAccountable's actions are listed here as well. ### ### Do I have to build a connector for CoachAccountable or Flatfile? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CoachAccountable and Flatfile without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.