--- title: "Connect Ambivo and Form Io - APIANT.ai" description: "When \"Lead Status Updated\" fires in Ambivo, your agent runs \"Get submission\" in Form Io, or \"New submission\" in Form Io to \"List contacts\" in Ambivo." canonical: "https://apiant.ai/connect/ambivo-to-form-io" --- # Connect Ambivo and Form Io When **Lead Status Updated** fires in [Ambivo](https://apiant.ai/connections/ambivo), your agent runs **Get submission** in [Form Io](https://apiant.ai/connections/form-io), or **New submission** in Form Io to **List contacts** in Ambivo. Describe the whole flow and it is built, tested on every scenario and kept running. Ambivo **4** triggers Ambivo **20** actions Form Io **1** trigger Form Io **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ambivo and Form Io 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) Form Io collects the submissions; Ambivo holds the contacts, leads, tasks, invoices and orders your team works from. Connecting them means a form submission can look up an existing Ambivo record, create a lead or account, book an appointment or raise a task, and write the result back onto the Form Io submission so both sides agree on what happened. Example flows ## What Ambivo and Form Io can do together ### From Ambivo to Form Io - When **Lead Status Updated** in Ambivo then **Get submission** in Form Io - When **New Contact** in Ambivo then **Update submission** in Form Io ### From Form Io to Ambivo - When **New submission** in Form Io then **List contacts** in Ambivo - When **New submission** in Form Io then **Add invoice** in Ambivo 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 Ambivo and Form Io ## Triggers and actions 5 triggers ยท 27 actions - Trigger **Contact Status Updated** Triggers when the status of a contact is updated. - Trigger **Lead Status Updated** Triggers when the status of a lead is updated. - Trigger **New Contact** Triggers when a new contact record is created. - Trigger **New Lead** Triggers when a new lead is created. - Action **Add account** /crm/accounts on fapi.ambivo.com. Creates a company account. - Action **Add appointment** /reports/appointments on fapi.ambivo.com. - Action **Add invoice** /crm/invoices on fapi.ambivo.com. - Action **Add order** /crm/orders on fapi.ambivo.com. - Action **Add task** /crm/tasks on fapi.ambivo.com. - Action **Create Contact** Creates a New Contact or returns an updated contact. - Action **Create Lead** Creates a New Lead or returns an updated lead. - Action **Delete task** /crm/tasks/{task_id} on fapi.ambivo.com. - Action **List accounts** /crm/accounts on fapi.ambivo.com. - Action **List appointments** Lists appointments in the Ambivo account. - Action **List contacts** /crm/contacts on fapi.ambivo.com. - Action **List invoices** Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records. - Action **List leads** /crm/leads on fapi.ambivo.com. - Action **List orders** Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records. - Action **Update account** /crm/accounts/{account_id} on fapi.ambivo.com. - Action **Update contact** /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact. - Action **Update invoice** /crm/invoices/{invoice_id} on fapi.ambivo.com. - Action **Update lead** /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead. - Action **Update order** /crm/orders/{order_id} on fapi.ambivo.com. - Action **Update task** /crm/tasks/{task_id} on fapi.ambivo.com. - Trigger **New submission** Fires when a new submission is created on a form. - Action **Delete form** Delete a form/resource by id. - Action **Delete submission** Delete a submission by id. - Action **Get form** Retrieve a single form definition by id. - Action **Get submission** Retrieve a single submission by id. - Action **List forms** List available forms within a project (Index API, supports limit/skip and select). - Action **List submissions** List submissions within a form (Index API, supports limit/skip pagination and content filtering). - Action **Update submission** Update an existing submission's data. ## Each app on its own - [ **Ambivo** Ambivo Business Platform support CRM, Payment and Telephony solution for growing business.](https://apiant.ai/connections/ambivo) - [ **Form Io** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connections/form-io) Reviews ## What our customers say ## More from Ambivo - [ **Ambivo to Echoes** Quotes From Around The World](https://apiant.ai/connect/ambivo-to-echoes) - [ **Ambivo to Fillout Forms** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/ambivo-to-fillout-forms) - [ **Ambivo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ambivo-to-hubspot) - [ **Ambivo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ambivo-to-salesforce) - [ **Ambivo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ambivo-to-slack) - [ **Ambivo to Google Sheets** Google Sheets](https://apiant.ai/connect/ambivo-to-google-sheets) ## More into Form Io - [ **Google Calendar to Form Io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-form-io) - [ **Shopify to Form Io** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-form-io) - [ **Pipedrive to Form Io** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-form-io) - [ **ActiveCampaign to Form Io** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-form-io) - [ **Airtable to Form Io** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-form-io) - [ **Asana to Form Io** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-form-io) Questions ## Ambivo and Form Io, answered ### ### Can a form submission avoid creating a duplicate lead in Ambivo? Yes. The agent can use List contacts or List leads in Ambivo to look for the submitted email first, and only run Create Lead when nothing matches. If a record already exists, it can use Update lead or Update contact instead. ### ### Can the Form Io submission be updated after Ambivo processes it? Yes. Update submission in Form Io can write back values such as the new Ambivo lead id or the status set on the record. The agent tests every scenario, including a submission that matches an existing Ambivo contact and one that does not. ### ### What can start an automation from Ambivo? Any of Ambivo's 4 triggers in the catalog, including Lead Status Updated, New Contact, Contact Status Updated and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Form Io when something happens in Ambivo? Any of Form Io's 7 actions, including Get submission, Update submission, Get form and List forms. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Form Io to Ambivo? Yes. When something happens in Form Io, your agent can act in Ambivo too. This page covers both directions: Form Io's triggers and Ambivo's actions are listed here as well. ### ### Do I have to build a connector for Ambivo or Form Io? 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 Ambivo and Form Io 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.