# Connect Buddy Punch and Formstack Documents When **Employee Created** fires in [Buddy Punch](https://apiant.ai/connections/buddy-punch), your agent runs **Create Document** in [Formstack Documents](https://apiant.ai/connections/formstack-documents), or **New Merged Document** in Formstack Documents to **Create Department Code** in Buddy Punch. Describe the whole flow and it is built, tested on every scenario and kept running. Buddy Punch **4** triggers Buddy Punch **15** actions Formstack Documents **1** trigger Formstack Documents **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Buddy Punch and Formstack Documents to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Buddy Punch and Formstack Documents can do together ### From Buddy Punch to Formstack Documents - When **Employee Created** in Buddy Punch then **Create Document** in Formstack Documents - When **Employee Updated** in Buddy Punch then **Update Document** in Formstack Documents ### From Formstack Documents to Buddy Punch - When **New Merged Document** in Formstack Documents then **Create Department Code** in Buddy Punch - When **New Merged Document** in Formstack Documents then **Create Employee** in Buddy Punch 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 Buddy Punch and Formstack Documents ## Triggers and actions 5 triggers · 30 actions - Trigger **Employee Created** Triggers when a new employee is added to your Buddy Punch account. - Trigger **Employee Punched In** Triggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards. - Trigger **Employee Updated** Triggers when an employee in your Buddy Punch account is added or any of their details change. - Trigger **Punch in Changed** Triggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes). - Action **Assign Employee to Department Code** Assigns one or more employees to a Buddy Punch department code. - Action **Assign Employee to Location** Assigns one or more employees to a Buddy Punch location and returns the location. - Action **Create Department Code** Creates a new department code in Buddy Punch. - Action **Create Employee** Creates a new employee in your Buddy Punch account. - Action **Create Location** Creates a new location in your Buddy Punch account. - Action **Create Position** Creates a new position in your Buddy Punch account. - Action **Find Employee** Finds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for. - Action **Get Department Code** Returns the details of a specific department code in your Buddy Punch account. - Action **Get Location** Returns the details of a specific Buddy Punch location. - Action **Get Position** Returns a single Buddy Punch position by its ID. - Action **List Department Code Employees** Returns the employees assigned to a Buddy Punch department code. - Action **List Location Employees** Returns the employees assigned to a Buddy Punch location. - Action **Punch In** Punches an employee in on Buddy Punch, either the connected user or a chosen employee. - Action **Punch Out** Punches an employee out in Buddy Punch. Defaults to the connected user when no employee is given. - Action **Update Employee** Updates an existing employee in Buddy Punch, such as their name, email, username or active status. - Trigger **New Merged Document** Triggers when a merged/populated document is created. - Action **Combine Files** Joins 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 PDF** Turns 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 Document** Makes 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 Route** Creates 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 Merge** Sends 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 Document** Creates 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 Route** Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted. - Action **Delete Document** Deletes a document template from Formstack Documents. - Action **Get Data Route** Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to. - Action **Get Document** Returns 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 Fields** Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it. - Action **List Data Routes** Returns your Formstack Documents data routes, each with its name, key and the URL to send data to. - Action **List Documents** Returns your Formstack Documents templates, each with its name, type, output format and merge URL. - Action **Update Data Route** Updates 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 Document** Updates 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. ## Each app on its own - [ **Buddy Punch** Buddy Punch is an employee time tracking and scheduling app that lets your employees track their hours and...](https://apiant.ai/connections/buddy-punch) - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) Reviews ## What our customers say ## More from Buddy Punch - [ **Buddy Punch to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buddy-punch-to-hubspot) - [ **Buddy Punch to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/buddy-punch-to-salesforce) - [ **Buddy Punch to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buddy-punch-to-slack) - [ **Buddy Punch to Google Sheets** Google Sheets](https://apiant.ai/connect/buddy-punch-to-google-sheets) - [ **Buddy Punch to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/buddy-punch-to-gmail) - [ **Buddy Punch to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/buddy-punch-to-google-calendar) ## More into Formstack Documents - [ **Shopify to Formstack Documents** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-formstack-documents) - [ **Airtable to Formstack Documents** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formstack-documents) - [ **Trello to Formstack Documents** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-formstack-documents) - [ **ClickUp to Formstack Documents** 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-formstack-documents) - [ **Discord to Formstack Documents** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formstack-documents) - [ **Brevo to Formstack Documents** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formstack-documents) Questions ## Buddy Punch and Formstack Documents, answered ### ### What can start an automation from Buddy Punch? Any of Buddy Punch's 4 triggers in the catalog, including Employee Created, Employee Updated, Punch in Changed and Employee Punched In. 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 Buddy Punch? 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 Buddy Punch? Yes. When something happens in Formstack Documents, your agent can act in Buddy Punch too. This page covers both directions: Formstack Documents's triggers and Buddy Punch's actions are listed here as well. ### ### Do I have to build a connector for Buddy Punch 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.