--- title: "Connect Flatfile to Orsay - APIANT.ai" description: "When \"New Agent\" fires in Flatfile, your agent runs \"Create Lead\" in Orsay. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/flatfile-to-orsay" --- # Connect Flatfile to Orsay When **New Agent** fires in [Flatfile](https://apiant.ai/connections/flatfile), your agent runs **Create Lead** in [Orsay](https://apiant.ai/connections/orsay). Describe the whole flow and it is built, tested on every scenario and kept running. Flatfile **8** triggers Flatfile **4** actions Orsay **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Flatfile and Orsay 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 Flatfile can start in Orsay - When **New Agent** in Flatfile then **Create Lead** in Orsay - When **New App** in Flatfile then **List conversations** in Orsay 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 Flatfile and Orsay ## Triggers and actions 8 triggers · 7 actions - 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. - Action **Create Lead** Creates a lead in Orsay and pushes it into a sequence. - Action **List conversations** Returns the conversations in your Orsay organization, optionally filtered by classification, active status or last update date. - Action **List profiles** Returns all Instagram and WhatsApp profiles connected to your Orsay organization. ## Each app on its own - [ **Flatfile** Flatfile is an AI-powered data import and exchange platform that helps teams and businesses seamlessly...](https://apiant.ai/connections/flatfile) - [ **Orsay** Orsay AI streamlines your sales process by intelligently engaging leads and qualifying them — all in real...](https://apiant.ai/connections/orsay) Reviews ## What our customers say ## More from Flatfile - [ **Flatfile to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/flatfile-to-hubspot) - [ **Flatfile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/flatfile-to-salesforce) - [ **Flatfile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/flatfile-to-slack) - [ **Flatfile to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/flatfile-to-google-sheets) - [ **Flatfile to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/flatfile-to-google-calendar) - [ **Flatfile to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/flatfile-to-google-drive) ## More into Orsay - [ **HubSpot to Orsay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orsay) - [ **Salesforce to Orsay** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-orsay) - [ **Slack to Orsay** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-orsay) - [ **Google Sheets to Orsay** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-orsay) - [ **Gmail to Orsay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orsay) - [ **Google Calendar to Orsay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orsay) Questions ## Flatfile and Orsay, answered ### ### What can start an automation from Flatfile? Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Orsay when something happens in Flatfile? Any of Orsay's 3 actions, including Create Lead, List conversations and List profiles. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orsay to Flatfile? Orsay has no triggers in the catalog today, so automations start in Flatfile. If you need the other direction, ask: your agent reads Orsay's API documentation and adds it. ### ### Do I have to build a connector for Flatfile or Orsay? 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 Flatfile and Orsay 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.