Integration
Connect Better Proposals and Cognito Forms
When Proposal Opened fires in Better Proposals, your agent runs Get Document in Cognito Forms, or New Entry in Cognito Forms to Create a Proposal in Better Proposals. 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 Better Proposals and Cognito Forms to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Better Proposals and Cognito Forms can do together
From Better Proposals to Cognito Forms
When Proposal Opened in Better Proposals
then Get Document in Cognito Forms
When Proposal Paid in Better Proposals
then Create Entry in Cognito Forms
From Cognito Forms to Better Proposals
When New Entry in Cognito Forms
then Create a Proposal in Better Proposals
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 Better Proposals and Cognito Forms
Triggers and actions 5 triggers ยท 11 actions
Trigger
Proposal OpenedTriggers when a proposal is opened.
Trigger
Proposal PaidTriggers when a proposal is paid.
Trigger
Proposal SignedTriggers when a proposal is signed.
Action
Create a ProposalCreates a new proposal.
Trigger
New EntryTriggers when a new entry is submitted to the selected form.
Trigger
Updated EntryTriggers when an entry on the selected form is updated.
Action
Create EntryCreates a new entry on a Cognito Forms form with the field values you supply.
Action
Delete EntryDeletes an entry from a Cognito Forms form.
Action
Get DocumentGenerates and returns a document for a form entry from one of the form's document templates, including a link to download the file.
Action
Get EntryReturns a single entry from a Cognito Forms form, including all of its field values.
Action
Get Form EntriesReturns the entries submitted to a form, with each entry's field values.
Action
Get form fieldsReturns the list of fields defined on a Cognito Forms form, including each field's name, type and settings.
Action
Get form schemaReturns the JSON schema of a form, describing each of its fields and their types.
Action
List formsReturns all forms in your Cognito Forms organization, with each form's id and name.
Action
Set Form AvailabilitySets when a form is open for submissions: the date it opens, the date it closes, and the message shown while it is unavailable.
Action
Update EntryUpdates an existing entry on a form, changing only the field values you supply.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Better Proposals and Cognito Forms, answered
What can start an automation from Better Proposals?
Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cognito Forms when something happens in Better Proposals?
Any of Cognito Forms's 10 actions, including Create Entry, Update Entry, Get Document and Get Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cognito Forms to Better Proposals?
Yes. When something happens in Cognito Forms, your agent can act in Better Proposals too. This page covers both directions: Cognito Forms's triggers and Better Proposals's actions are listed here as well.
Do I have to build a connector for Better Proposals or Cognito Forms?
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 Better Proposals and Cognito Forms 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.