Integration
Connect Datalyse and Flatfile
When Lead Updated fires in Datalyse, your agent runs Create Document in Flatfile, or New Agent in Flatfile to Add Note to an Existing Lead in Datalyse. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Datalyse and Flatfile to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Datalyse and Flatfile can do together
From Datalyse to Flatfile
When Lead Updated in Datalyse
then Create Document in Flatfile
When New Lead in Datalyse
then Upload File in Flatfile
From Flatfile to Datalyse
When New Agent in Flatfile
then Add Note to an Existing Lead in Datalyse
When New App in Flatfile
then Create New Lead in Datalyse
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 Datalyse and Flatfile
Triggers and actions 10 triggers · 10 actions
Trigger
Lead UpdatedFires when a lead (contact) in Datalyse is created or updated, newest updates first.
Trigger
New LeadTrigger when a new lead is created
Action
Add Note to an Existing LeadAdd note to lead.
Action
Create New LeadCreate a new lead
Action
Delete LeadDelete a lead_id
Action
Edit LeadEdit lead details
Action
Get LeadReturns one lead by id.
Action
Get Lead ActivityReturns the paginated activity/history feed (notes, deliveries, changes) of one lead.
Trigger
New AgentTriggers when a new agent is created.
Trigger
New AppTriggers when a new app is created.
Trigger
New DocumentTriggers when a new document is created in a space.
Trigger
New EventTriggers when a new event occurs in Flatfile.
Trigger
New PromptTriggers when a new prompt is created.
Trigger
New SheetTrigger when a new sheet is created in a Flatfile workbook.
Trigger
New UserTriggers when a new user is created.
Trigger
New WorkbookTrigger when a new workbook is created in Flatfile.
Action
Create DocumentCreates a new document in Flatfile.
Action
Create PromptCreates a new AI prompt in Flatfile.
Action
Get DocumentRetrieves a single document from a Flatfile space by its ID.
Action
Upload FileUploads a file to Flatfile.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Datalyse
Datalyse to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Datalyse to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Datalyse to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Datalyse to Google SheetsGoogle Sheets
Datalyse to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Datalyse to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Flatfile
Gmail to FlatfileGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Shopify to FlatfileShopify is a commerce platform for online stores and retail point-of-sale.
ActiveCampaign to FlatfileActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FlatfileOrganize anything with Airtable, a modern database created for everyone.
Asana to FlatfileAsana is a collaborative information manager for workspace.
ClickUp to FlatfileClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Questions
Datalyse and Flatfile, answered
What can start an automation from Datalyse?
Any of Datalyse's 2 triggers in the catalog, including Lead Updated and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Flatfile when something happens in Datalyse?
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 Datalyse?
Yes. When something happens in Flatfile, your agent can act in Datalyse too. This page covers both directions: Flatfile's triggers and Datalyse's actions are listed here as well.
Do I have to build a connector for Datalyse 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 Datalyse 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.