--- title: "Connect Agiled and Formsite - APIANT.ai" description: "When \"Invoice Created\" fires in Agiled, your agent runs \"List Form Items\" in Formsite, or \"New Form Result\" in Formsite to \"Add Invoice\" in Agiled." canonical: "https://apiant.ai/connect/agiled-to-formsite" --- # Connect Agiled and Formsite When **Invoice Created** fires in [Agiled](https://apiant.ai/connections/agiled), your agent runs **List Form Items** in [Formsite](https://apiant.ai/connections/formsite), or **New Form Result** in Formsite to **Add Invoice** in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running. Agiled **6** triggers Agiled **31** actions Formsite **1** trigger Formsite **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agiled and Formsite to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Agiled and Formsite can do together ### From Agiled to Formsite - When **Invoice Created** in Agiled then **List Form Items** in Formsite - When **New CRM Stage** in Agiled then **Find Form Results** in Formsite ### From Formsite to Agiled - When **New Form Result** in Formsite then **Add Invoice** in Agiled - When **New Form Result** in Formsite then **Create Contact** in Agiled Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Agiled and Formsite ## Triggers and actions 7 triggers · 35 actions - Trigger **Invoice Created** Triggers when an invoice is created in Agiled. - Trigger **New CRM Stage** Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled. - Trigger **Product Created** Triggers when a product is created in Agiled. - Trigger **Project Created** Triggers when a new project is created in Agiled. - Trigger **Task Created** Triggers when a new task is created in Agiled. - Trigger **Ticket Created** Triggers when a ticket is created in Agiled. - Action **Add Invoice** Creates an invoice in Agiled. - Action **Add Product** Creates a product in Agiled's catalog. - Action **Add Project** Creates a project in Agiled. - Action **Create Contact** Creates a contact in Agiled CRM with a name, email and phone number. - Action **Create Estimate** Creates a new estimate (quote) in Agiled. - Action **Create Expense** Creates an expense in Agiled. - Action **Create Task** Creates a task in Agiled. - Action **Create Ticket** Creates a support ticket in Agiled. - Action **Delete Contact** Deletes a contact from Agiled by its id. - Action **Delete Contract** Deletes a contract (an Agiled document) by its id. - Action **Delete Estimate** Deletes an estimate in Agiled by its id. - Action **Delete Expense** Deletes an expense from Agiled by its id. - Action **Delete Product** Deletes a product from your Agiled catalog by its id. - Action **Delete Project** Deletes a project in Agiled by its id. - Action **Delete Task** Deletes a task in Agiled by its id. - Action **Delete Ticket** Deletes a support ticket in Agiled by its id. - Action **Edit Contact** Updates an existing contact's name, email or phone in Agiled. - Action **Edit Contract** Updates an existing contract document in Agiled, such as renaming it. - Action **Edit Estimate** Updates an existing estimate in Agiled, such as its name. - Action **Edit Expense** Updates an existing expense in Agiled. - Action **Edit Invoice** Updates an existing invoice in Agiled. - Action **Edit Product** Updates an existing product's name, SKU or price in Agiled. - Action **Edit Project** Updates an existing project's name, status or dates in Agiled. - Action **Edit Task** Updates an existing task's name, status or due date. - Action **Edit Ticket** Updates an existing ticket in Agiled. Only the fields you fill in are changed. - Action **Get Contacts** Returns contacts from your Agiled CRM, optionally filtered by email or full name. - Action **Get Contract** Returns one contract document by its id. - Action **Get Estimate** Returns one estimate by its id, with optional related records. - Action **Get Product** Returns one product by its id. - Action **Get Projects** Returns projects in your Agiled workspace, optionally filtered by name or status. - Action **Get Ticket** Returns one support ticket by its id, with optional related records. - Trigger **New Form Result** Triggers when a new result is submitted to the chosen Formsite form. - Action **Find Form Results** Returns results submitted to a Formsite form, optionally filtered by submission date or result ID and sorted. - Action **Get Form** Returns one Formsite form's name, description, open/closed state, share link and result count. - Action **List Form Items** Returns the questions on a Formsite form with their item IDs, positions and labels, used to label result answers. - Action **List Forms** Returns all forms in your Formsite account, with each form's name, directory, open/closed state and result count. ## Each app on its own - [ **Agiled** Agiled is an all in one business management platform designed to help you manage employees, projects...](https://apiant.ai/connections/agiled) - [ **Formsite** Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or...](https://apiant.ai/connections/formsite) Reviews ## What our customers say ## More from Agiled - [ **Agiled to ProcurementExpress.com** ProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...](https://apiant.ai/connect/agiled-to-procurementexpress-com) - [ **Agiled to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agiled-to-hubspot) - [ **Agiled to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agiled-to-salesforce) - [ **Agiled to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agiled-to-slack) - [ **Agiled to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/agiled-to-google-sheets) - [ **Agiled to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agiled-to-gmail) ## More into Formsite - [ **ActiveCampaign to Formsite** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-formsite) - [ **Airtable to Formsite** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formsite) - [ **Asana to Formsite** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-formsite) - [ **ClickUp to Formsite** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-formsite) - [ **Discord to Formsite** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formsite) - [ **Brevo to Formsite** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formsite) Questions ## Agiled and Formsite, answered ### ### What can start an automation from Agiled? Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formsite when something happens in Agiled? Any of Formsite's 4 actions, including Find Form Results, Get Form, List Form Items and List Forms. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formsite to Agiled? Yes. When something happens in Formsite, your agent can act in Agiled too. This page covers both directions: Formsite's triggers and Agiled's actions are listed here as well. ### ### Do I have to build a connector for Agiled or Formsite? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Agiled and Formsite without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.