Integration
Connect BaseLinker and Formstack Documents
When New Order fires in BaseLinker, your agent runs Create Document in Formstack Documents, or New Merged Document in Formstack Documents to Add Invoice in BaseLinker. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want BaseLinker and Formstack Documents to do together?
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Claude Code
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claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What BaseLinker and Formstack Documents can do together
From BaseLinker to Formstack Documents
When New Order in BaseLinker
then Create Document in Formstack Documents
When New Order in BaseLinker
then Update Document in Formstack Documents
From Formstack Documents to BaseLinker
When New Merged Document in Formstack Documents
then Add Invoice in BaseLinker
When New Merged Document in Formstack Documents
then Add Order in BaseLinker
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 BaseLinker and Formstack Documents
Triggers and actions 2 triggers · 39 actions
Trigger
New OrderTriggers when a new confirmed order appears in the BaseLinker order manager.
Action
Add a Tracking NumberAdds a tracking number from a courier shipment created outside BaseLinker to an order.
Action
Add CRM clientCreates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID.
Action
Add InvoiceIssues an invoice for an order in the BaseLinker order manager.
Action
Add OrderCreates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID.
Action
Add order productAdds a product line item to an existing BaseLinker order and returns the new item's id.
Action
Add order returnCreates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID.
Action
Add PaymentRecords a payment on a BaseLinker order, setting the order's paid amount, date and comment.
Action
Add productCreates a new product in a BaseLinker (Base) inventory catalog and returns its product ID.
Action
Delete orderDeletes an order from the BaseLinker order manager.
Action
Delete productDeletes a product from a BaseLinker product catalog.
Action
Find ordersFinds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders.
Action
Get CRM clientsReturns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients.
Action
Get Order FieldsReturns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options.
Action
Get Order PackageReturns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status.
Action
Get Order ReturnsReturns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time).
Action
Get productReturns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants.
Action
List inventoriesReturns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses.
Action
List order statusesReturns the order statuses created in the BaseLinker order manager, with their names, colors and groups.
Action
List productsReturns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock.
Action
Update OrderUpdates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed.
Action
Update Order StatusChanges the status of a BaseLinker order to the status you choose.
Action
Update productUpdates an existing product in a BaseLinker catalog. Only the fields you fill in are changed.
Action
Update product pricesUpdates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group.
Action
Update product stockUpdates the stock levels of products or variants in a BaseLinker catalog, per warehouse.
Trigger
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.
Action
Convert File to PDFTurns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.
Action
Copy DocumentMakes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.
Action
Create Data RouteCreates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.
Action
Create Data Route MergeSends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.
Action
Create DocumentCreates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.
Action
Delete Data RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
Action
Get Document FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.
Action
Update DocumentUpdates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
BaseLinker and Formstack Documents, answered
What can start an automation from BaseLinker?
Any of BaseLinker's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Formstack Documents when something happens in BaseLinker?
Any of Formstack Documents's 15 actions, including Create Data Route, Create Data Route Merge, Create Document and Update Data Route. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Formstack Documents to BaseLinker?
Yes. When something happens in Formstack Documents, your agent can act in BaseLinker too. This page covers both directions: Formstack Documents's triggers and BaseLinker's actions are listed here as well.
Do I have to build a connector for BaseLinker or Formstack Documents?
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.
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.