--- title: "Connect Booker Merchant and Gravity Forms - APIANT.ai" description: "When \"New Customer\" fires in Booker Merchant, your agent runs \"Add Entry Note\" in Gravity Forms." canonical: "https://apiant.ai/connect/booker-merchant-to-gravity-forms" --- # Connect Booker Merchant and Gravity Forms When **New Customer** fires in [Booker Merchant](https://apiant.ai/connections/booker-merchant), your agent runs **Add Entry Note** in [Gravity Forms](https://apiant.ai/connections/gravity-forms), or **Form Submission** in Gravity Forms to **Create Customer** in Booker Merchant. Describe the whole flow and it is built, tested on every scenario and kept running. Booker Merchant **6** triggers Booker Merchant **53** actions Gravity Forms **1** trigger Gravity Forms **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Booker Merchant and Gravity Forms 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 Booker Merchant and Gravity Forms can do together ### From Booker Merchant to Gravity Forms - When **New Customer** in Booker Merchant then **Add Entry Note** in Gravity Forms - When **New Order** in Booker Merchant then **Create Entry** in Gravity Forms ### From Gravity Forms to Booker Merchant - When **Form Submission** in Gravity Forms then **Create Customer** in Booker Merchant - When **Form Submission** in Gravity Forms then **Create Dependent Customer** in Booker Merchant 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 Booker Merchant and Gravity Forms ## Triggers and actions 7 triggers · 83 actions - Trigger **New Customer** Triggered when a new customer is added at a location. - Trigger **New Order** Triggered when a new order is added at a location. - Trigger **New or Updated Appointment** Triggered when an appointment is added or updated. - Trigger **New or Updated Appointment Treatment** Triggered when an appointment treatment line is added or updated. - Trigger **New or Updated Customer** Triggered when a customer is added or updated. - Trigger **Updated Customer** Triggered when an existing customer is updated. - Action **Create Customer** Create a new customer. - Action **Create Dependent Customer** Create a customer that belongs to another customer's account. - Action **Create Employee** Create a new employee. - Action **Create Membership** Create a new membership. - Action **Create Room** Create a new room. - Action **Create Special** Create a special/promotion at a location. - Action **Delete Customer** Delete a customer. - Action **Delete Employee** Delete an employee. - Action **Delete Membership** Delete a membership. - Action **Delete Room** Delete a room. - Action **Find Appointments** List appointments at a location within a date range. - Action **Find Customers** List/search customers at a location. - Action **Find Employees** List employees/staff at a location. - Action **Find Location** Find a single location matching your filters. - Action **Find Locations** List locations for the merchant account. - Action **Find Orders** List orders at a location. - Action **Find Packages** Search the packages a location sells. - Action **Find Products** Search the products available to sell on an order. - Action **Find Rooms** Search the treatment rooms at a location. - Action **Find Series** Search the service series a location sells. - Action **Find Specials** List active specials/promotions at a location. - Action **Find Treatments** List bookable treatments/services at a location. - Action **Get Appointment** Get a single appointment by ID. - Action **Get Appointment By Booking Number** Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id. - Action **Get Appointments** Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times. - Action **Get Customer** Get a single customer by ID. - Action **Get Customer Appointments** List the appointments booked for one customer. - Action **Get Customer Types** List the customer types configured at a location. - Action **Get Employee** Get a single employee by ID. - Action **Get Employee Schedule** Retrieve an employee's working schedule. - Action **Get Gift Certificate Templates** List the gift certificate templates a location offers. - Action **Get Location** Get a single location by ID. - Action **Get Location Cancellation Policy** Retrieve a location's cancellation policy. - Action **Get Location Categories** List a location's service categories. - Action **Get Location Return Policy** Retrieve a location's return policy. - Action **Get Location Schedule** Get a location's day schedule / business hours. - Action **Get Location Sub Categories** List the sub-categories under a location's service category. - Action **Get Package** Retrieve a package by its id. - Action **Get Product Categories** List the product categories available. - Action **Get Product Sub Categories** List the product sub-categories available. - Action **Get Quantity In Stock** Check the stock level of a product. - Action **Get Room** Retrieve a room by its id. - Action **Get Special By Code** Retrieve a promotional special using its code. - Action **Get Treatment** Get a single treatment/service by ID. - Action **Update Customer** Update a customer record. - Action **Update Employee** Update an existing employee. - Action **Update Employee Schedule** Update an employee's working schedule. - Action **Update Location** Update an existing location. - Action **Update Location Cancellation Policy** Update a location's cancellation policy. - Action **Update Location Weekly Day Schedule** Update a location's weekly opening hours. - Action **Update Membership** Update an existing membership. - Action **Update Room** Update an existing room. - Action **Update Treatment** Update an existing treatment. - Trigger **Form Submission** Triggers when the specified form is submitted. - Action **Add Entry Note** Adds a note to a form entry. Use it to write a progress record back onto a submission — for example noting that the submission was synced to your CRM, who handled it, or why it was skipped — so the note is visible to anyone reviewing that entry in WordPress. - Action **Create Entry** Creates a new form entry. - Action **Create Feed** Attaches a new add-on feed to a form. A feed is one add-on's configuration on a form — the rule that says what should happen when the form is submitted, such as creating a WordPress user, adding the person to a mailing list, or taking a payment. - Action **Create Form** Creates a new form on the WordPress site and returns its id. Supply the form's title and, if you want the form ready to collect data, the fields it should show. - Action **Create Form Feed** Attaches a new add-on feed to a named form. Does the same thing as Create Feed, but takes the form as part of the address rather than in the settings — use whichever reads better in your automation. - Action **Delete Entry** Removes a form entry. By default the entry is moved to the trash and can still be restored from the Entries list; you can choose instead to delete it outright so it cannot be recovered. - Action **Delete Feed** Permanently removes an add-on feed from a form, so that add-on no longer acts on the form's submissions. The form itself and its entries are untouched. - Action **Delete Form** Moves a form to the trash on the WordPress site. The form stops accepting submissions and disappears from the forms list, and the site owner can still restore it or empty the trash in WordPress. - Action **Delete Note** Permanently removes an entry note. Use it to clear a note you logged against a submission, for example after a failed sync was retried successfully. - Action **Get Entry** Retrieve a single form entry, including every field value the person submitted. - Action **Get Feed** Returns one add-on feed by its id, including the add-on's settings. A feed is one add-on's configuration attached to a form — the rule that says what should happen when the form is submitted. - Action **Get Form** Returns one form's full definition, including every field on it, its notifications and its confirmations. Use it to read a form's field ids and labels before mapping data into that form. - Action **Get Form Results** Returns the summarised answers for a survey, quiz or poll form — how many people picked each choice, and how many answered each free-text question — rather than the individual entries. On a form with a lot of entries the summary is built in the background, so the result can come back marked as still being calculated. - Action **Get Note** Returns a single entry note by its id, including the note text, the entry it belongs to, when it was recorded and who it is credited to. - Action **List Entries** Returns form entries from across every form on the site, newest first, and can narrow the results to one form or to entries whose answer to a chosen question matches a value you give. - Action **List Entry Notes** Returns every note attached to one form entry — both notes people have added and the notes Gravity Forms records automatically, such as notification failures. Use it to read back what has already been logged against a submission. - Action **List Feeds** Returns every add-on feed configured on the site. A feed is one add-on's configuration attached to a form — the rule that says what should happen to a submission, such as sending it to a mailing list or charging a payment. - Action **List Form Entries** Returns the entries submitted on one particular form, newest first, and can narrow them to entries whose answer to a chosen question matches a value you give. - Action **List Form Feeds** Returns the add-on feeds attached to one form — the rules that say what happens when that form is submitted. Returns an empty list when the form has no feeds. - Action **List Forms** Returns every active form on the WordPress site, with each form's id, title and entry count. Use it to look up the id a form needs before working with that form's entries. - Action **List Notes** Returns every entry note on the site, across all forms and entries. Use it to sweep recently logged notes when you do not already know which entry you are looking for; to read the notes on one known entry, use List Entry Notes instead. - Action **Send Entry Notifications** Sends the notification emails an entry's form is set up to send, for an entry that already exists — useful for re-sending a confirmation, or for notifying people about an entry that was created through the API rather than by someone filling the form in. - Action **Submit Form** Submit a form the way a visitor would — Gravity Forms runs the form's own validation, saves the entry, and fires its notifications and confirmation. - Action **Update Entry** Change the answers on an existing form entry. Answers you leave blank keep the values they already have. - Action **Update Entry Properties** Changes an entry's housekeeping flags without touching any of its answers — whether it is starred, whether it counts as read, and whether it sits in the active list, the trash or spam. - Action **Update Feed** Changes an existing add-on feed's settings. Settings you do not include are left as they are, so you can change one thing without restating the rest of the add-on's configuration. - Action **Update Feed Properties** Switches an add-on feed on or off, and sets the order it runs in. The add-on's own settings are left completely untouched, so this is the safe way to pause a feed without risking its configuration. - Action **Update Form** Replaces an existing form's definition with the one you supply. Gravity Forms overwrites the whole form, so read the form first with Get Form and send back every part of it you want to keep. - Action **Update Note** Replaces the text of an existing entry note. Use it to revise a note you logged earlier against a submission — for example updating "Sync started" to "Synced to CRM as contact 4821". - Action **Validate Submission** Checks a set of answers against a form's own validation rules without saving an entry or sending any notifications. Returns whether the answers would be accepted, and the per-field error messages when they would not. ## Each app on its own - [ **Booker Merchant** Booker by Mindbody is a cloud booking and business-management platform for spas and salons.](https://apiant.ai/connections/booker-merchant) - [ **Gravity Forms** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connections/gravity-forms) Reviews ## What our customers say ## More from Booker Merchant - [ **Booker Merchant to EasyCSV** EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public...](https://apiant.ai/connect/booker-merchant-to-easycsv) - [ **Booker Merchant to MailerLite** MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email...](https://apiant.ai/connect/booker-merchant-to-mailerlite) - [ **Booker Merchant to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booker-merchant-to-hubspot) - [ **Booker Merchant to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/booker-merchant-to-salesforce) - [ **Booker Merchant to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booker-merchant-to-slack) - [ **Booker Merchant to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/booker-merchant-to-google-sheets) ## More into Gravity Forms - [ **Adyen to Gravity Forms** Payment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...](https://apiant.ai/connect/adyen-to-gravity-forms) - [ **Slack to Gravity Forms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-gravity-forms) - [ **Google Calendar to Gravity Forms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gravity-forms) - [ **Google Drive to Gravity Forms** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gravity-forms) - [ **ActiveCampaign to Gravity Forms** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gravity-forms) - [ **Notion to Gravity Forms** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-gravity-forms) Questions ## Booker Merchant and Gravity Forms, answered ### ### What can start an automation from Booker Merchant? Any of Booker Merchant's 6 triggers in the catalog, including New Customer, New Order, New or Updated Appointment and New or Updated Appointment Treatment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Gravity Forms when something happens in Booker Merchant? Any of Gravity Forms's 30 actions, including Create Entry, Create Feed, Create Form and Create Form Feed. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gravity Forms to Booker Merchant? Yes. When something happens in Gravity Forms, your agent can act in Booker Merchant too. This page covers both directions: Gravity Forms's triggers and Booker Merchant's actions are listed here as well. ### ### Do I have to build a connector for Booker Merchant or Gravity 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 Booker Merchant and Gravity 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.