--- title: "Caflou Integration" description: "Caflou is a Czech business management suite that runs CRM, projects, time, invoicing and cashflow in one place. Agents manage companies and contacts, projects, milestones and tasks, log time, issue invoices and record payments and expenses without leaving the flow." url: https://flowrunner.ai/integrations/caflou date_modified: 2026-09-04T14:21:17-07:00 --- # Caflou [Project Management](https://flowrunner.ai/integrations/category/project-management-productivity) Caflou is a Czech business management suite that runs CRM, projects, time, invoicing and cashflow in one place. Agents manage companies and contacts, projects, milestones and tasks, log time, issue invoices and record payments and expenses without leaving the flow. 143 actions · Session · available [Caflou website](https://caflou.com/) · [Platform Documentation](https://app.caflou.com/api/v1/i/docs/openapi/v1/openapi.yaml) · Capability data verified 2026-08-18 1. A project milestone is marked reached in Caflou 2. List Time Entries and List Timesheets gather the tracked and priced time booked against the project 3. List Budget Items returns the planned lines that milestone was supposed to bill 4. Agent reconciles the priced time and the budget lines against the project's own hour rates 5. Get Next Invoice Number reads the number the document would take, without creating anything 6. Agent posts the draft lines, the total and the intended document kind to the account owner 7. The owner confirms the kind and the amount before Create Invoice consumes that number ## What This Integration Enables Caflou is a Czech business management suite, and the word to notice is business rather than project. The same account holds the CRM, the projects, the tasks, the tracked time, the priced timesheets, the invoices, the payments, the income and expense ledger, the budgets, the product catalog and the hourly rates. For a small services company that is the whole operating system, which means an agent working here is not moving a card. It is moving money. FlowRunner agents run the chain end to end: a lead becomes a company, a company becomes a project with milestones and tasks, work becomes tracked time, tracked time becomes a priced timesheet, and a reached milestone becomes a document a client receives. Caflou is forgiving with most of that, because a deleted company, project or task goes to the trash rather than disappearing, and the trash is readable. The accounting documents are the exception, and that is where FlowRunner's [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) step belongs on this connector. Every action is built and verified against the Caflou API. ### Without FlowRunner **The billing pass starts from scratch**: Somebody opens the project, reads the time, and builds the document by hand each month **Quotes and invoices written in the same hurry**: A proforma and an invoice look similar enough that the wrong one gets issued and then corrected **Cashflow known after the fact**: Payments are matched to invoices when someone gets to it, so the receivables picture lags ### With FlowRunner **Documents drafted from the project's own record**: Priced time, budget lines and rates are assembled before anyone opens the invoice screen **The document kind is a decision, not a default**: The intended kind and its next number are stated before anything is created **Payments matched as they arrive**: Incoming payments are recorded and matched against invoices on a schedule, so the ledger is current ## Use Case Scenarios ### A won deal becomes a project that is already priced A deal closes in [Pipedrive](https://flowrunner.ai/integrations/pipedrive). The agent calls Search Companies to see whether the client is already known, then Create Company with the right kind so it appears as a customer rather than a lead, and Create Address for the billing address. Create Project opens the engagement with its status, type and priority resolved from the account's own lists rather than guessed, and Create Milestone lays out the billing points. Create Budget Item records the planned lines that each milestone will later bill, and Create Project Hour Rate sets rates that apply inside this project only where they differ from the account default. A summary posts to [Slack](https://flowrunner.ai/integrations/slack) with the project and its planned value named. ### Time that arrives priced rather than raw Work is recorded wherever the team actually works, and the agent writes it into Caflou with Create Time Entry. On a schedule it reads Get Daily Time Sums and Get User Rates to turn tracked hours into priced timesheets with Create Timesheet, which is the record that actually turns time into money. Where a project is running past its budget, Get Budget reports how much has been used and the agent raises it to the project owner while the engagement is still live. Get Project Breakdown gives the work breakdown as a tree, so a status answer covers tasks and their to-dos rather than headline milestones only. ### Payments matched and cashflow kept current Customer payments land in [Stripe](https://flowrunner.ai/integrations/stripe) or in the bank feed. The agent records each one with Create Payment and lets Match Payment resolve which invoice it belongs to from the reference number rather than being told. Anything that does not match cleanly is listed for the bookkeeper with the candidate invoices attached. Costs go in the same ledger with Create Income Or Expense, so the cashflow view reflects both sides. Nothing here decides what to write off or what to chase; the agent's job is that the ledger is current when a person looks at it. ## Human-in-Loop Highlight Caflou is unusually forgiving about deletion. Delete a company, a project, a task or an invoice and it goes to the trash, which List Trash reads back. The genuinely consequential operation is not a delete at all, it is Create Invoice, and for two reasons. First, one field decides what the document is: the kind separates an invoice from a proforma, an offer or an order, so a single wrong value turns a quote into a bill sent to a customer. Second, creating the document takes the next number in that kind's series, and Caflou ships a separate operation, Get Next Invoice Number, that reads what that number would be without creating anything. A vendor that builds a read-only next-number call has told you the number matters before the document exists. So the billing agent uses the dry run and stops. It posts: "Harbour Redesign milestone 2 is reached. I have 34.5 priced hours and two budget lines, totalling 128,400 CZK before VAT. Intended kind: offer, which would take number 2026-N-0043. The client's contract says milestone 2 is billable on acceptance, and I have no acceptance record. Issue as an offer, issue as an invoice, or hold?" The owner answers. Create Invoice runs once, with the kind that was chosen, and the number that gets consumed is consumed on purpose. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 143 actions ### Account and Reference Data 10 - **List Accounts** Returns the Caflou accounts the login can reach, with the role held in each. The one operation not scoped to an account, so it works before the account setting is right. - **List Account Users** Returns everyone with a seat in the account, including whether they are still active. - **List Users** Returns the people work can be assigned to. - **Get User** Returns one person's profile. - **Get User Rates** Returns the hourly rates that apply to one person, which is what a timesheet is priced from. - **List Tags** Returns the tags in use across the account. - **List Countries** Returns the countries Caflou will accept on an address or a company. - **Search** Searches across the account for anything matching the text. - **Get Exchange Rate** Returns the rate Caflou would use between two currencies on a given day, which is what a cross-currency document should be built on. - **List Trash** Returns what has been deleted and can still be restored. The read that makes most deletions in Caflou recoverable. ### Companies 6 - **List Companies** Returns the account's companies, which are its customers, leads and suppliers. - **Get Company** Returns one company. - **Create Company** Creates a company. Its kind decides whether it appears as a customer, a lead or a supplier. - **Update Company** Changes a company. Only the fields supplied are sent, so anything left empty keeps its current value. - **Delete Company** Deletes a company. It goes to the trash rather than disappearing outright. - **Search Companies** Searches companies by name and registry details, which is what prevents a duplicate client record on intake. ### Contacts 5 - **List Contacts** Returns the people attached to companies, optionally narrowed to one company. - **Get Contact** Returns one contact. - **Create Contact** Adds a person against a company. - **Update Contact** Changes a contact. - **Delete Contact** Deletes a contact. ### Addresses 5 - **List Addresses** Returns the account's addresses, which hang off companies and projects. - **Get Address** Returns one address. - **Create Address** Creates an address against a company or a project. Caflou requires every part of it, so an intake flow gathers the whole address before writing. - **Update Address** Changes an address. - **Delete Address** Deletes an address. ### Projects 6 - **List Projects** Returns the account's projects. - **Get Project** Returns one project. - **Create Project** Creates a project. Status, type and priority are ids from the account's own lists rather than free text, so a flow resolves them first. - **Update Project** Changes a project, sending only the fields supplied. - **Delete Project** Deletes a project. It goes to the trash rather than disappearing outright. - **Get Project Breakdown** Returns a project's work breakdown structure, its tasks and to-dos arranged as a tree. The read behind a status answer that goes deeper than milestones. ### Milestones 5 - **List Milestones** Returns milestones, optionally narrowed to one project. - **Get Milestone** Returns one milestone. - **Create Milestone** Creates a milestone on a project, which is how a billing point is laid out at kickoff. - **Update Milestone** Changes a milestone, including marking it reached. - **Delete Milestone** Deletes a milestone. ### Tasks 5 - **List Tasks** Returns the account's tasks. - **Get Task** Returns one task. - **Create Task** Creates a task, usually inside a project. Status, type and priority come from the account's own lists. - **Update Task** Changes a task, including finishing it. Only the fields supplied are sent. - **Delete Task** Deletes a task. It goes to the trash rather than disappearing outright. ### To-Dos and Checklists 7 - **List To-Dos** Returns to-dos, the small pieces of work that sit under a task, optionally narrowed to one task. - **Get To-Do** Returns one to-do. - **Create To-Do** Creates a to-do under a task. - **Update To-Do** Changes a to-do, including ticking it off. - **Delete To-Do** Deletes a to-do. - **List Checklist Items** Returns the checkbox items embedded in descriptions across the account. - **Toggle Checklist Item** Ticks a checklist item off, or unticks it, addressed by the identifier the text it lives in refers to. ### Comments 7 - **List Comments** Returns comments across the account, newest first. - **Get Comment** Returns one comment. - **Create Comment** Leaves a comment on a project, task, company or anything else that takes one. Used to record what an agent decided and why. - **Update Comment** Edits a comment. - **Delete Comment** Deletes a comment. - **Like Comment** Likes a comment, or takes the like back. - **Mark Comment Read** Marks a comment as read, or unread. ### Time and Timesheets 11 - **List Time Entries** Returns tracked time across the account. The read a billing pass starts from. - **Get Time Entry** Returns one tracked time entry. - **Create Time Entry** Records time worked. Caflou requires a name and a start time, and works out the end time or the duration from whichever is supplied. - **Update Time Entry** Changes a tracked time entry. - **Delete Time Entry** Deletes a tracked time entry. - **Get Daily Time Sums** Returns how much time was tracked each day, which is what a timesheet summary is built from. - **List Timesheets** Returns timesheets, which are the priced records that turn tracked time into money. - **Get Timesheet** Returns one timesheet. - **Create Timesheet** Creates a priced timesheet, with its rate type coming from the account's own list. The step where hours become an amount. - **Update Timesheet** Changes a timesheet. - **Delete Timesheet** Deletes a timesheet. ### Calendar 7 - **List Events** Returns calendar events, including absences and holidays. - **Get Event** Returns one calendar event. - **Create Event** Puts an event in the calendar. Caflou requires a person on it, so an event with nobody on it is refused. - **Update Event** Changes a calendar event. - **Delete Event** Deletes a calendar event. - **Get Calendar** Returns the calendar view, which is events, tasks and absences laid out together. - **Get Gantt** Returns the Gantt view, which is the same work laid out on a timeline. ### Invoicing 6 - **List Invoices** Returns invoices and the documents that sit alongside them, such as proformas, offers and orders. - **Get Invoice** Returns one invoice with its lines and totals. - **Create Invoice** Creates an invoice or one of its siblings, with the kind deciding whether it is an invoice, a proforma, an offer or an order. This is the operation the human gate on this page exists for. - **Update Invoice** Changes an invoice, including marking it paid. - **Delete Invoice** Deletes an invoice. It goes to the trash rather than disappearing outright. - **Get Next Invoice Number** Returns the number the next document of a given kind would take, without creating anything. The dry run Caflou ships for its own numbering. ### Payments and Money 9 - **List Payments** Returns payments received or made, which are what invoices are matched against. - **Get Payment** Returns one payment. - **Create Payment** Records a payment. Turning on matching lets Caflou find the invoice from the reference number rather than being told. - **Match Payment** Asks Caflou to match a payment against the invoices it thinks it belongs to. - **List Income And Expenses** Returns money in and money out, with the kind separating an income from an expense. - **Get Income Or Expense** Returns one money movement. - **Create Income Or Expense** Records money in or money out, which is how cost reaches the same ledger as revenue. - **Update Income Or Expense** Changes a money movement, including marking it done. - **Delete Income Or Expense** Deletes a money movement. ### Budgets 10 - **List Budgets** Returns budgets, which track planned against actual across a period. - **Get Budget** Returns one budget with how much of it has been used. The read behind an overrun warning raised while the work is still live. - **Create Budget** Creates a budget. - **Update Budget** Changes a budget. - **Delete Budget** Deletes a budget. - **List Budget Items** Returns budget items, which are the planned lines on a project that later become invoices. - **Get Budget Item** Returns one budget item. - **Create Budget Item** Adds a planned line to a project's budget, which is how a milestone's intended value is recorded at kickoff. - **Update Budget Item** Changes a budget item. - **Delete Budget Item** Deletes a budget item. ### Catalog 13 - **List Products** Returns the account's products and services, which are what an invoice line is drawn from. - **Get Product** Returns one product or service. - **Create Product** Adds a product or service to the catalog. - **Update Product** Changes a product or service. - **Delete Product** Deletes a product or service. - **List Product Sets** Returns product sets, which are bundles sold as one line. - **Get Product Set** Returns one product set with what is in it. - **Create Product Set** Creates a bundle of products sold as one line. - **Update Product Set** Changes a product set. - **Delete Product Set** Deletes a product set. The products in it stay. - **List VAT Rates** Returns the VAT rates the account uses. - **Create VAT Rate** Adds a VAT rate. - **Delete VAT Rate** Removes a VAT rate. ### Rates 7 - **List Hour Rates** Returns the account's hourly rates, which price a person's time by default. - **Create Hour Rate** Sets an hourly rate. Caflou requires both sides, what you charge and what the hour costs you, which is what makes margin readable. - **Update Hour Rate** Changes an hourly rate. - **Delete Hour Rate** Removes an hourly rate. - **List Project Hour Rates** Returns hourly rates that apply only inside one project, overriding the account rate. - **Create Project Hour Rate** Sets an hourly rate that applies only inside one project, which is how a negotiated client rate is honored. - **Delete Project Hour Rate** Removes a project specific hourly rate, so the account rate applies again. ### Notes 10 - **List Notes** Returns the connected user's own sticky notes. - **Get Note** Returns one note. - **Create Note** Creates a sticky note. - **Update Note** Changes a note, including ticking it off. - **Delete Note** Deletes a note. - **List Team Notes** Returns the team noticeboard, which is threaded and shared with everybody. - **Create Team Note** Posts to the team noticeboard, or replies to a post already there. - **Update Team Note** Edits a post on the team noticeboard. - **Delete Team Note** Deletes a post from the team noticeboard. - **Like Team Note** Likes a post on the team noticeboard, or takes the like back. ### Resources 5 - **List Resources** Returns the account's resources, which are the rooms, vehicles and equipment work can be booked against. - **Get Resource** Returns one resource. - **Create Resource** Adds a resource. - **Update Resource** Changes a resource, including archiving it. - **Delete Resource** Deletes a resource. ### Files 4 - **List Uploads** Returns the files attached across the account, with what each one is attached to. - **Get Upload** Returns what Caflou holds about one uploaded file, including where it can be downloaded from. - **Update Upload** Renames a file or moves it to another record. - **Delete Upload** Deletes a file. ### Notifications 5 - **List Notifications** Returns the notifications waiting for the signed in user. - **Get Notification** Returns one notification. - **Mark All Notifications Read** Clears the whole notification list for the signed in user. - **Mark Notifications Read** Marks the notifications named as read. - **Delete Notification** Deletes one notification. ## Frequently Asked Questions ### What can FlowRunner do with Caflou? FlowRunner agents can run List Accounts, List Account Users, and List Users in Caflou, plus 140 more actions. ### Does connecting Caflou to FlowRunner require OAuth? No. Caflou connects to FlowRunner with session-based authentication, no OAuth flow required. ### Can Caflou trigger a FlowRunner workflow automatically? Caflou doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Caflou?** This integration exposes Caflou to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/caflou. Site index: https://flowrunner.ai/llms.txt