--- title: "Connect Busybusy and Formstack Documents - APIANT.ai" description: "When \"Certifications: Certification Updated\" fires in Busybusy, your agent runs \"Create Document\" in Formstack Documents." canonical: "https://apiant.ai/connect/busybusy-to-formstack-documents" --- # Connect Busybusy and Formstack Documents When **Certifications: Certification Updated** fires in [Busybusy](https://apiant.ai/connections/busybusy), your agent runs **Create Document** in [Formstack Documents](https://apiant.ai/connections/formstack-documents), or **New Merged Document** in Formstack Documents to **Create Project** in Busybusy. Describe the whole flow and it is built, tested on every scenario and kept running. Busybusy **6** triggers Busybusy **27** 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 Busybusy and Formstack Documents 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 Busybusy and Formstack Documents can do together ### From Busybusy to Formstack Documents - When **Certifications: Certification Updated** in Busybusy then **Create Document** in Formstack Documents - When **Certifications: New Certification Created** in Busybusy then **Update Document** in Formstack Documents ### From Formstack Documents to Busybusy - When **New Merged Document** in Formstack Documents then **Create Project** in Busybusy - When **New Merged Document** in Formstack Documents then **Create Break Entry** in Busybusy 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 Busybusy and Formstack Documents ## Triggers and actions 7 triggers · 42 actions - Trigger **Certifications: Certification Updated** Triggers when a certification is created or updated in Busybusy. - Trigger **Certifications: New Certification Created** Triggers when a new certification type is created in Busybusy. - Trigger **Employee Created** Triggers when a new employee (member) is added to your busybusy organization. - Trigger **Employee Updated** Triggers when an employee in busybusy is created or changed. - Trigger **Project Created** Triggers when a new project is created in busybusy. - Trigger **Project Updated** Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived. - Action **Archive Employee** Archives an employee (member) in busybusy by setting their archived date. - Action **Archive Project** Archives a project in Busybusy by setting its archived date. - Action **Certifications: Create Certification** Creates a certification type in your Busybusy organization that employees can later be certified against. - Action **Certifications: Create Employee Certification** Records that an employee holds a certification, with its issue, renewal and expiry dates. - Action **Certifications: Delete Certification** Deletes a certification from your Busybusy organization by marking it deleted. - Action **Certifications: Renew Employee Certification** Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date. - Action **Certifications: Search Certifications** Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications. - Action **Certifications: Update Certification** Updates an existing certification's name, description, renewal period or documentation settings. - Action **Certifications: Update Employee Certification** Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to. - Action **Create Break Entry** Creates a break on an existing busybusy time entry, with its start time and optional end time. - Action **Create Budget** Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment. - Action **Create Cost Code Group** Creates a cost code group in busybusy for organizing cost codes. - Action **Create Employee** Creates a new employee (member) in your busybusy organization. - Action **Create Equipment** Creates a piece of equipment in busybusy with its name, model, serial number and tracking options. - Action **Create Project** Creates a new project in busybusy. - Action **Create Time Entry** Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment. - Action **Search Break Entries** Returns the break entries that match the filters you supply, such as a time entry, start time or paid status. - Action **Search Employee (Single)** Finds a single employee by ID and returns the first matching employee record. - Action **Search Employees (Multiple)** Returns the employees that match the filters you supply, such as name, username, employee number or group. - Action **Search Projects (Multiple)** Returns all projects matching the given title, parent project, ID or dates. - Action **Unarchive Cost Code** Restores an archived cost code so it is active again. - Action **Unarchive Employee** Restores an archived employee in busybusy so they are active again. - Action **Unarchive Project** Restores an archived project in Busybusy so it is active again. - Action **Update Cost Code** Updates an existing cost code's title, code, unit, group, insurance classes or custom fields. - Action **Update Employee** Updates an existing busybusy employee's name, username, contact details, position, employee number or group. - Action **Update Equipment** Updates an existing piece of equipment in busybusy, changing only the details you fill in. - Action **Update Project** Updates an existing project's name, parent project, or archive date in busybusy. - 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 - [ **Busybusy** Busybusy is the perfect time tracking & job costing app built BY construction companies FOR construction...](https://apiant.ai/connections/busybusy) - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) Reviews ## What our customers say ## More from Busybusy - [ **Busybusy to Vector Express** Vector Express is a vector-graphics file conversion service.](https://apiant.ai/connect/busybusy-to-vector-express-v2-0) - [ **Busybusy to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/busybusy-to-hubspot) - [ **Busybusy to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/busybusy-to-salesforce) - [ **Busybusy to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/busybusy-to-slack) - [ **Busybusy to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/busybusy-to-google-sheets) - [ **Busybusy to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/busybusy-to-gmail) ## 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 ## Busybusy and Formstack Documents, answered ### ### What can start an automation from Busybusy? Any of Busybusy's 6 triggers in the catalog, including Certifications: Certification Updated, Certifications: New Certification Created, Employee Created and Employee Updated. 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 Busybusy? 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 Busybusy? Yes. When something happens in Formstack Documents, your agent can act in Busybusy too. This page covers both directions: Formstack Documents's triggers and Busybusy's actions are listed here as well. ### ### Do I have to build a connector for Busybusy 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. ### ### Can my AI client use Busybusy and Formstack Documents 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.