Integrations — The ERP is still the ERP. Olie talks to it by the rules.

Nobody switches ERPs to adopt Olie. Data comes in and goes out through four doors: an open REST API with about 200 endpoints, MCP for ChatGPT and Claude, webhooks triggered by automation and WhatsApp Business as a channel. Plus public forms and spreadsheets for those coming in without a system.

Open API

About 200 REST endpoints. 160 requests per minute per user or application.

Everything the interface does, the API does: create and move projects, read and write forms, query step and funnel metrics. Documented at docs.olie.ai, with an endpoint reference.

  • ~200 REST endpointsProjects, funnels, forms, metrics, people.
  • 160 req/minPer user or per application.
  • Public documentationdocs.olie.ai, with an endpoint reference.
  • Zapier · Make · n8nThey come in through the API and webhooks.
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API · docs.olie.ai
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~200 endpoints160 req/min
MethodEndpointWhat it doesLimit
GET/projects/{id}Reads the project, fields and stage160/min
POST/projectsCreates the project in the funnel160/min
PATCH/projects/{id}/stepMoves the stage (goes through the rules)160/min
GET/funnels/{id}/metricsAverage time, entries per stage160/min
POST/forms/{id}/answersSaves form answers160/min
MCP

The owner asks ChatGPT or Claude: "how is project 412 going?" The answer comes from Olie.

MCP connects Olie to assistants. Query projects, analyze forms, logs and data, ask for trends and create recurring tasks. The official ChatGPT plugin uses the same door.

  • ChatGPT and ClaudeOfficial ChatGPT plugin; MCP with Claude too.
  • Querying and analysisProjects, forms, logs, data, trends.
  • Recurring taskThe question that repeats every week.
  • Tailored viewThe dashboard you would ask for, answered in text and data.
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MCP · ChatGPT and Claude
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Official ChatGPT plugin
Director · in ChatGPTHow is project 412 doing?
MCP → Olie: GET /projects/412 · director's permission
ChatGPT · via OliePD‑412 has been in "Contract" for 2 days, owner Carla, forecast R$ 61.000 (90%). No postponements.
Director · in ChatGPTWhich funnels got slower this month?
ChatGPT · via OlieLogistics: average time in "Picking" went from 1.2 d to 2.4 d. The others are stable.
Webhook and public form

The automation notifies the outside system at the right moment. The website creates the project in the funnel.

Webhook and email are automation actions: the project entered "Invoice", the ERP receives it. The public form embedded in the website creates the project with its source recorded. Spreadsheet import and export (.xlsx up to 50 MB) for those coming in without a system.

  • Webhook as an actionFired by a step, field, date or idle trigger.
  • Public formThose without access fill it in through the link.
  • Migration modeBrings the history from another tool in minutes.
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Public form · website
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Embedded in the websiteSource saved
Marcos Vieira
(11) 99999-8888
Renovation
Google Ads · Renovation campaign
Project created in "Ad lead"PD‑1088now
Webhook → legacy CRM200 OKnow
Salesperson drawDiegonow
WhatsApp Business

Several numbers, three ways to connect, each number linked to a funnel.

Official WhatsApp Business API, an intermediary service or a connection hosted by the platform (runs in Europe). The conversation becomes project content, recorded in the company. Details on the WhatsApp page.

  • Official APIVerified Meta Business account.
  • Intermediary serviceConnects the provider you already use.
  • Hosted connectionThe platform itself hosts it.
  • Operation and approval via WhatsAppPart of the team works without opening the platform; the director approves by replying on WhatsApp.
Where does the data travel?

Platform on AWS in São Paulo, behind Cloudflare; AI processed in the United States at the model providers; managed WhatsApp in Europe. Details in Security and data.

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Integrations
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+ New integration
Sales (11) 99999-8881 ActiveWhatsApp Cloud (Meta) · official APICreates projects in Sales · Reception agent⋮
Support (11) 99999-8882 ActiveIntermediary service (own server)Creates projects in Support · Triage agent⋮
Finance (11) 99999-8883 ActiveHosted by Olie · QR CodeCreates projects in Finance⋮
Spreadsheets in and out

Bring the base from the spreadsheet. Take it back whenever you want.

Import cards from a spreadsheet into the funnel and export the whole project list or just what is filtered. It is the way to migrate from another tool, update in bulk and hand numbers to those who live in Excel.

  • Import spreadsheetCards created in the funnel from the .xlsx (up to 50 MB).
  • Export spreadsheetThe project list with every field.
  • Export with filtersOnly the slice on screen: funnel, owner, status, period.
  • Merge projectsJoins duplicates without losing the history.
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Project list
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SearchFunnels contains: Sales ×BoardListGroups•••New project
CodeNameAssigned toStatusImpactExpected revenue
PD‑1041Order · Construtora AlfaAnaIn Progress10R$ 184.000
PD‑1043Proposal · Hotel MiranteCarlaIn Progress10R$ 61.000
PD‑1050Contract · Transportes RioDiegoComplete10R$ 27.500
PD‑1055Proposal · Ótica CentralBrunoStalled10R$ 9.000
PD‑1061Renovation · Escola AuroraBrunoIn Progress10R$ 42.000
Merge projectsImport spreadsheetExport spreadsheetExport spreadsheet with filtersShow projectsShow templatesShow deleted
Bulk import and export
Answers from any form

All the answers in one spreadsheet. From any form.

Project, funnel, step, standalone or public form: the answers come out in a spreadsheet with an export summary (rows, duration, progress) and the file stays in the export history.

  • Any type of formProject, funnel, step, standalone and public.
  • Export summaryTotal rows, processed rows, start, end and duration.
  • Export historyThe generated file stays available to download later.
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Form list
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Export form answers
×
Export completeThe spreadsheet has been generated and is ready to download.

Total rows379

Rows processed379

Started at09/29 07:36

Finished at09/29 07:36

Duration1s

Progress100%

Generated filecustomer_signup_answers_2026-09-29.xlsx

Download spreadsheetThe file is also kept in the export history.
Close
Spreadsheet ready in 1 s

What are the Olie Flow AI integrations?

Native today: WhatsApp Business (official API, intermediary or hosted), an open REST API with about 200 endpoints and 160 requests per minute, and MCP for ChatGPT and Claude. Webhook and email as automation actions, a public form embedded in the website, spreadsheet import and export (.xlsx up to 50 MB). Zapier, Make and n8n via API/webhook. There is no native connector for specific ERPs: integration is through the API.

Updated on · Source: Olie Flow AI technical base · Guide to the 77 features

Connect what already exists. The rule is still yours.

30-minute meeting: your process built on screen and the price for your team. Then, see the ready-made applications your area will recognize.

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Integrations
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IntegrationsWhatsApp numbers that send and receive messages through Olie
5 numbers included+ New integration
WhatsApp Sales · (11) 99999-8881ActiveHosted by Olie · created on 09/01/2026
Creates projects in Sales · Lead intake⋮
Customer service · (11) 99999-8882ActiveOfficial API (Meta) · created on 09/02/2026
Creates projects in Support · New ticket⋮
Finance · (11) 99999-8883ActiveOfficial API (Meta) · created on 09/03/2026
Creates projects in Collections · New message⋮
Leadership · (11) 99999-8884ActiveOwn server (Evolution) · created on 09/04/2026
Creates projects in Management · New messages⋮
Downtown store · (11) 99999-8885PausedHosted by Olie · created on 09/05/2026
Doesn't create projects⋮
Sales