API and webhook — import offers automatically

Flino has a lean API that lets you import offers from outside automatically. Typical use cases:

• A new deal in your CRM (Zoho, HubSpot, Pipedrive, …) should automatically become a Flino offer
• A lead form on your website triggers a new offer
• A no-code tool like Zapier or Make connects the two worlds

The API is tool-agnostic — you can use any client that speaks HTTP POST with JSON. Zapier is just one example client and is shown at the end of this section.

What the API can do (Phase 1)

• ✅ Create individual offers as drafts (status draft)
• ✅ Idempotent calls — the same (external_source, external_id) does not create duplicates
• ✅ Find-or-create for company and contact
• ✅ Authentication via personal API token

What the API cannot do at the moment

• ❌ Update or delete offers
• ❌ Read existing offers via the webhook (reading works via the AI connector, built for AI assistants rather than scripts)
• ❌ Trigger sending or activate sequences
• ❌ Create multiple offers in a single call
• ❌ Line items, tax, or bidirectional sync

Currently only the webhook import is publicly available. Further endpoints on request — get in touch with support if you have a need.

Read access for AI assistants

Besides the import webhook, there is the AI connector (MCP): your AI assistant (Claude, ChatGPT, Microsoft Copilot) reads your offers, replies, contacts, and pipeline metrics with it, read-only and in plain language. See Connect Flino to your AI assistant.

What you’ll find in this section

1. Connect Flino to your AI assistant — the AI connector (MCP) for read access
2. Manage API tokens — how to create, copy, and revoke a token
3. Webhook endpoint: import an offer — full spec of the endpoint
4. Connect Zapier — concrete end-to-end example with Zapier