--- title: "Connect Pipefile to IRIS KashFlow - APIANT.ai" description: "When \"File Request Created\" fires in Pipefile, your agent runs \"Create Invoice\" in IRIS KashFlow." canonical: "https://apiant.ai/connect/pipefile-to-iris-kashflow" --- # Connect Pipefile to IRIS KashFlow When **File Request Created** fires in [Pipefile](https://apiant.ai/connections/pipefile), your agent runs **Create Invoice** in [IRIS KashFlow](https://apiant.ai/connections/iris-kashflow). Describe the whole flow and it is built, tested on every scenario and kept running. Pipefile **1** trigger Pipefile **10** actions IRIS KashFlow **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipefile and IRIS KashFlow 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 Pipefile can start in IRIS KashFlow - When **File Request Created** in Pipefile then **Create Invoice** in IRIS KashFlow - When **File Request Created** in Pipefile then **Create/Update Customer** in IRIS KashFlow 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 Pipefile and IRIS KashFlow ## Triggers and actions 1 trigger · 15 actions - Trigger **File Request Created** Triggers when a file request is created. - Action **Add File Request From Template** Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of. - Action **Create Contact** Add to contacts - Action **Delete Contact** Delete a contact by id. Returns 204 No Content on success. - Action **Get Contact** Retrieve one contact by id. - Action **Get File Request** Retrieve detailed information about one file request by id, including contents, items, files, and tracking events. - Action **List Contacts** Retrieve a paginated list of contacts, filterable by name/email/phone partial match. - Action **List File Request Templates** Retrieve the list of file request templates available for creating new file requests, with optional name search. - Action **Search File Requests** Finds all file requests matching this search query (contact name, email, tags, etc). - Action **Send Request** Create and send a new request - Action **Update Contact** Update name/email/phone of an existing contact by id. - Action **Add Payment** Adds payment to existing invoice from your KashFlow Account - Action **Create Invoice** Creating invoice for KashFlow - Action **Create/Update Customer** Create/Update Customer for Kashflow - Action **Search Customer** Search a latest customer from KashFlow account whose email/code/name matches given string. - Action **Search Invoice** Gets a latest Invoice from KashFlow account whose invoice number or customer reference number matches given string. ## Each app on its own - [ **Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connections/pipefile) - [ **IRIS KashFlow** IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from...](https://apiant.ai/connections/iris-kashflow) Reviews ## What our customers say ## More from Pipefile - [ **Pipefile to Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connect/pipefile-to-channels) - [ **Pipefile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipefile-to-salesforce) - [ **Pipefile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipefile-to-slack) - [ **Pipefile to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipefile-to-stripe) - [ **Pipefile to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipefile-to-shopify) - [ **Pipefile to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pipefile-to-quickbooks-online) ## More into IRIS KashFlow - [ **HubSpot to IRIS KashFlow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iris-kashflow) - [ **Salesforce to IRIS KashFlow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iris-kashflow) - [ **Slack to IRIS KashFlow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iris-kashflow) - [ **Google Sheets to IRIS KashFlow** Google Sheets](https://apiant.ai/connect/google-sheets-to-iris-kashflow) - [ **Gmail to IRIS KashFlow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iris-kashflow) - [ **Google Calendar to IRIS KashFlow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iris-kashflow) Questions ## Pipefile and IRIS KashFlow, answered ### ### What can start an automation from Pipefile? Any of Pipefile's 1 trigger in the catalog, including File Request Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IRIS KashFlow when something happens in Pipefile? Any of IRIS KashFlow's 5 actions, including Create Invoice, Create/Update Customer, Add Payment and Search Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IRIS KashFlow to Pipefile? IRIS KashFlow has no triggers in the catalog today, so automations start in Pipefile. If you need the other direction, ask: your agent reads IRIS KashFlow's API documentation and adds it. ### ### Do I have to build a connector for Pipefile or IRIS KashFlow? 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 Pipefile and IRIS KashFlow 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.