Integration
Connect Certifier and Formstack Documents
When something happens in Certifier or Formstack Documents, your agent does the next thing in the other. Describe it 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 Certifier and Formstack Documents to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Certifier and Formstack Documents can do together
From Certifier to Formstack Documents
When Credential Created in Certifier
then Create Data Route in Formstack Documents
When Credential Downloaded in Certifier
then Create Data Route Merge in Formstack Documents
From Formstack Documents to Certifier
When New Merged Document in Formstack Documents
then Find Credentials in Certifier
When New Merged Document in Formstack Documents
then List Designs in Certifier
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 Certifier and Formstack Documents
Triggers and actions 7 triggers · 17 actions
Trigger
Credential CreatedTriggers when a new credential is created
Trigger
Credential DownloadedTriggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event.
Trigger
Credential ExpiredTriggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential.
Trigger
Credential IssuedTriggers when a credential is issued
Trigger
Credential SharedTriggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event.
Trigger
Credential ViewedTriggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event.
Action
Find CredentialsReturns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials.
Action
List DesignsReturns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL.
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.
Each app on its own
Reviews
What our customers say
More from Certifier
Certifier to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Certifier to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Certifier to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Certifier to Google SheetsGoogle Sheets
Certifier to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Certifier to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Formstack Documents
Shopify to Formstack DocumentsShopify is a commerce platform for online stores and retail point-of-sale.
Airtable to Formstack DocumentsOrganize anything with Airtable, a modern database created for everyone.
Trello to Formstack DocumentsTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
ClickUp to Formstack DocumentsClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to Formstack DocumentsDiscord is an all-in-one voice and text chat for gamers.
Brevo to Formstack DocumentsBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Certifier and Formstack Documents, answered
What can start an automation from Certifier?
Any of Certifier's 6 triggers in the catalog, including Credential Created, Credential Downloaded, Credential Expired and Credential Issued. 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 Certifier?
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 Certifier?
Yes. When something happens in Formstack Documents, your agent can act in Certifier too. This page covers both directions: Formstack Documents's triggers and Certifier's actions are listed here as well.
Do I have to build a connector for Certifier 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.