# Zapier integration (no-code) (https://docs.chargeflow.io/docs/merchants/automation/zapier-no-code)



Zapier lets you connect Chargeflow to thousands of apps and automate actions when a new dispute is created, no custom code required.

## What you can do with Zapier + Chargeflow [#what-you-can-do-with-zapier--chargeflow]

1. Enrich disputes with subscription, order, transaction, customer, or internal data sourced from other apps.
2. Update your CRM or order management systems automatically when a dispute is created.
3. Trigger internal workflows across your own tools (Slack notifications, task creation, etc.).
4. Review and route full dispute details in real time.
5. Build custom flows tailored to your business needs.

<Callout title="Info">
  Chargeflow includes pre-built Zap templates that you can reuse instead of creating everything from
  scratch.
</Callout>

## Step-by-step: create a Zap [#step-by-step-create-a-zap]

<Steps>
  <Step>
    ### Log in and create a new Zap [#log-in-and-create-a-new-zap]

    Log in to your [Zapier account](https://zapier.com) and create a new Zap from scratch.
  </Step>

  <Step>
    ### Select Chargeflow as the trigger app [#select-chargeflow-as-the-trigger-app]

    Click **Trigger** (the first step in the workflow) and search for **Chargeflow** in the apps search bar.
  </Step>

  <Step>
    ### Select the trigger event [#select-the-trigger-event]

    Open the **Trigger Event** dropdown and select **New Dispute**.
  </Step>

  <Step>
    ### Generate your Chargeflow API key [#generate-your-chargeflow-api-key]

    Open your Chargeflow account, navigate to **Settings**, and scroll to the **Developers** section. Click **Generate Keys** to create your API keys.

    <Callout type="warn" title="Warning">
      **Keep your API keys secure.** Your API keys provide full access to your Chargeflow data. Store them safely and only share them with trusted parties. Do not commit API keys to source control or include them in client-side code.
    </Callout>
  </Step>

  <Step>
    ### Connect your Chargeflow account in Zapier [#connect-your-chargeflow-account-in-zapier]

    Copy your **API Access Key** from Chargeflow Settings and return to Zapier. Paste the key into the **Account** field when prompted.
  </Step>

  <Step>
    ### Test the connection [#test-the-connection]

    Click **Continue** and run a test to confirm the connection was set up successfully. Zapier will attempt to retrieve a sample dispute from your Chargeflow account.
  </Step>

  <Step>
    ### Select a sample dispute and build your workflow [#select-a-sample-dispute-and-build-your-workflow]

    Select one of the available sample disputes. The dispute fields (ID, amount, currency, reason, status, etc.) become available as dynamic values you can map to actions in the rest of your Zap.

    Add one or more action steps, for example:

    * Create a row in Google Sheets with the dispute details.
    * Post a message to a Slack channel.
    * Create a task in your project management tool.
    * Look up the order in your e-commerce platform and send the data back to Chargeflow via a webhook action.
  </Step>

  <Step>
    ### Activate your Zap [#activate-your-zap]

    Once your workflow is configured and tested, turn on the Zap. From this point, every new dispute Chargeflow ingests will automatically trigger the Zap.
  </Step>
</Steps>

## Connect Chargeflow to an AI assistant [#connect-chargeflow-to-an-ai-assistant]

If your goal is to query dispute data from an AI tool such as Claude or ChatGPT, use Zapier
MCP rather than writing your own API client. Zapier exposes the Chargeflow connection you set
up above to the assistant as tools, so there is no authentication, signing, or retry code of
yours to maintain: those are exactly the pieces that produce header and HMAC errors in
hand-rolled scripts.

<Steps>
  <Step>
    ### Connect Chargeflow in Zapier [#connect-chargeflow-in-zapier]

    Follow the steps above through **Connect your Chargeflow account in Zapier** so Zapier holds
    a working Access Key.
  </Step>

  <Step>
    ### Enable Zapier MCP for your AI client [#enable-zapier-mcp-for-your-ai-client]

    In Zapier, open **MCP**, create a server, add the Chargeflow actions you want the assistant to
    use, then paste the generated MCP endpoint into your AI client's MCP settings.
  </Step>

  <Step>
    ### Ask the assistant for your data [#ask-the-assistant-for-your-data]

    Prompt it with something concrete, for example "list disputes created this week". The
    assistant calls Chargeflow through Zapier and answers from the live response.
  </Step>
</Steps>

<Callout title="A first-party MCP server is on the way">
  A Chargeflow MCP server that a coding agent can call directly is planned - see
  [Tools](https://docs.chargeflow.io/docs/reference/tools#mcp-server) for what works today, including the hosted AI skill at
  [`/SKILL.md`](https://docs.chargeflow.io/SKILL.md).
</Callout>

## Pre-built Zap templates [#pre-built-zap-templates]

Chargeflow provides pre-built Zap templates for common use cases, such as syncing disputes to a spreadsheet or notifying your team in Slack. Look for Chargeflow templates in the Zapier template gallery to get started faster.

## Next steps [#next-steps]

<Cards>
  <Card title="Subscribe to webhook events" href="./subscribe-to-events">
    For developers who prefer to build a custom webhook handler.
  </Card>

  <Card title="Enrich a dispute" href="./enrich-a-dispute">
    Send enrichment data back to Chargeflow from any system.
  </Card>

  <Card title="Automate dispute management" href="./automate-dispute-management">
    Understand the full automation flow.
  </Card>
</Cards>