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 with an API token of your organisation
• ✅ Every newly created offer counts against your offer quota, just like an offer created in the app

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

The webhook import is currently the only open endpoint for your own scripts. Further endpoints on request; get in touch with support if you need one.

Connect 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, all in plain language. If your organisation enables write access, it can also pause, resume, or end follow-up sequences, change the status of open offers, add notes, and submit reply drafts that you approve in Flino. See Connect Flino to your AI assistant.

weclapp

For weclapp there is a ready-made integration that needs no script of your own: quotations from weclapp show up in Flino automatically, and Flino writes sent, won, and lost back to weclapp. See Connect weclapp.

Zoho Books

Zoho Books has a ready-made integration too: you sign in with your Zoho account, estimates from Zoho Books show up in Flino with their PDF as soon as you mark them as sent there, and Flino reports sent, won, and lost back to Zoho Books. See Connect Zoho Books.

Pipedrive

Pipedrive has a ready-made integration as well: you sign in with your Pipedrive account, deals show up in Flino as offers once they reach a stage you choose, with their PDF or their products, and Flino reports sent, won, and lost back to Pipedrive. See Connect Pipedrive.

What you’ll find in this section

1. Connect Flino to your AI assistant — the AI connector (MCP) for reading and, once enabled, for selected actions
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
5. Connect weclapp — take over quotations from weclapp and write statuses back
6. Connect Zoho Books — take over estimates from Zoho Books and report statuses back
7. Connect Pipedrive — take over deals from Pipedrive and report statuses back