--- title: "Connect Circleback and JotForm - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Add New Question to Specified Form\" in JotForm." canonical: "https://apiant.ai/connect/circleback-to-jotform" --- # Connect Circleback and JotForm When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Add New Question to Specified Form** in [JotForm](https://apiant.ai/connections/jotform), or **New Form Submission** in JotForm to **Create Action Item** in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions JotForm **2** triggers JotForm **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and JotForm 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 Circleback and JotForm can do together ### From Circleback to JotForm - When **New Action Item** in Circleback then **Add New Question to Specified Form** in JotForm - When **New Meeting** in Circleback then **Add or Edit a Single Question Properties** in JotForm ### From JotForm to Circleback - When **New Form Submission** in JotForm then **Create Action Item** in Circleback - When **New Form Submission** in JotForm then **Update Action Item** in Circleback 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 Circleback and JotForm ## Triggers and actions 4 triggers · 59 actions - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. - Trigger **New Form Submission** Polling trigger: fires when a new submission is received for the specified form. - Trigger **New Form Submission (instant)** Triggers instantly when someone submits the chosen form. - Action **Add New Question to Specified Form** Add new question to specified form - Action **Add or Edit a Single Question Properties** Add or edit a single question properties - Action **Add Resources to Label** Add Resources to Label - Action **Add Submissions to the Form** Add Submissions to the Form - Action **Clone Form** Clone an existing form. - Action **Create Folder** Create Folder - Action **Create Form** Create a new form - Action **Create or Replace Form** Create new forms - Action **Create Report** Create report - Action **Create Submission** Add a new submission to a form. Provide answers keyed by submission[] field names. - Action **Delete a Report** Delete a Report - Action **Delete Folder** Delete Folder - Action **Delete Form** Delete a form (moves to trash). - Action **Delete Form Question** Delete Form Question - Action **Delete Submission** Delete a single submission. - Action **Edit Submission Data** Edit Submission Data - Action **Get Details About a Question** Get Details About a Question - Action **Get Folder** Gets one folder's details (id, name, color, order, owner and parent folder). - Action **Get Form** Get the details of a specific form. - Action **Get Form Files** List files uploaded to a form's submissions. - Action **Get Form Questions** Get a list of all questions on a form. - Action **Get History** Get History - Action **Get Label Resources** Get Label Resources - Action **Get Report Details** Get Report Details - Action **Get Submission** Get details of a specific submission. - Action **Get User Reports** Get User Reports - Action **List Account Submissions** List all submissions across all forms on the account. - Action **List Folders** Get a list of form folders on the account. - Action **List Form Reports** List all reports for a specific form. - Action **List Forms** List all forms on the account. - Action **List Form Submissions** List submissions for a specific form. - Action **Remove Resources from Label** Remove Resources from Label - Action **Replace Form Properties** Add or edit properties of a specific form - Action **Set Form Properties** Add or edit properties of a specific form - Action **Update Folder** Update Folder ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connections/jotform) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into JotForm - [ **HubSpot to JotForm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jotform) - [ **Mailchimp to JotForm** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-jotform) - [ **Shopify to JotForm** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-jotform) - [ **Pipedrive to JotForm** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-jotform) - [ **ActiveCampaign to JotForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-jotform) - [ **Asana to JotForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-jotform) Questions ## Circleback and JotForm, answered ### ### What can start an automation from Circleback? Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in JotForm when something happens in Circleback? Any of JotForm's 35 actions, including Create Folder, Create Form, Create or Replace Form and Create Report. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JotForm to Circleback? Yes. When something happens in JotForm, your agent can act in Circleback too. This page covers both directions: JotForm's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or JotForm? 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 Circleback and JotForm 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.