--- title: "Connect Cirqll and Formstack - APIANT.ai" description: "When \"New Note Event\" fires in Cirqll, your agent runs \"Create Folder\" in Formstack, or \"New Form\" in Formstack to \"Create Contact\" in Cirqll." canonical: "https://apiant.ai/connect/cirqll-to-formstack" --- # Connect Cirqll and Formstack When **New Note Event** fires in [Cirqll](https://apiant.ai/connections/cirqll), your agent runs **Create Folder** in [Formstack](https://apiant.ai/connections/formstack), or **New Form** in Formstack to **Create Contact** in Cirqll. Describe the whole flow and it is built, tested on every scenario and kept running. Cirqll **2** triggers Cirqll **23** actions Formstack **1** trigger Formstack **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cirqll and Formstack 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 Cirqll and Formstack can do together ### From Cirqll to Formstack - When **New Note Event** in Cirqll then **Create Folder** in Formstack - When **New Task Event** in Cirqll then **Create Form** in Formstack ### From Formstack to Cirqll - When **New Form** in Formstack then **Create Contact** in Cirqll - When **New Form** in Formstack then **Create Customer** in Cirqll 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 Cirqll and Formstack ## Triggers and actions 3 triggers · 41 actions - Trigger **New Note Event** Triggers when a note is created, updated or deleted. - Trigger **New Task Event** Triggers when a task is created, updated or deleted. - Action **Create Appointment** Creates a new appointment. - Action **Create Assignment** Creates a new assignment. - Action **Create Chance** Creates a new chance. - Action **Create Contact** Creates a new contact. - Action **Create Contract** Create a new contract and associate it with a customer. - Action **Create Customer** Creates a new customer. - Action **Create Email** Logs an email in Cirqll and associates it with a customer. - Action **Create Note** Creates a new note. - Action **Create Task** Creates a new task. - Action **Find Appointment** Returns up to 100 appointments that match the specified filter. - Action **Find Assignment** Returns up to 100 assignments that match the specified Cirqll filter. - Action **Find Chance** Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count. - Action **Find Contact** Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched. - Action **Find Contract** Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Customer** Searches for an existing customer. - Action **Find Email** Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Field** Find custom field definitions in Cirqll by a filter (name, type, category and so on). - Action **Find Note** Searches for an existing note. - Action **Find Task** Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match. - Action **Find User** Find users in your Cirqll organisation that match a filter, such as a name or email address. - Action **Update Appointment** Update an existing appointment's time, participants, or details. - Action **Update Chance** Update a chance. - Action **Update User** Updates a Cirqll user's name, email, two-factor mode or language. - Trigger **New Form** Triggers when a new form is created in the account. - Action **Copy Form** Create a copy of an existing form. - Action **Create Folder** Create a new form folder. - Action **Create Form** Create a new form. - Action **Create Form Field** Add a new field to a form. - Action **Create Submission** Submit data to a form. Field values are passed as field_ keys. - Action **Create Webhook** Create a webhook on a form that POSTs to a URL when a submission is received. - Action **Delete folder** Delete a folder. - Action **Delete Form** Delete a form by ID. - Action **Delete Submission** Delete a submission by ID. - Action **Delete Webhook** Delete a webhook by ID. - Action **Get folder** Get a folder by id. - Action **Get Form** Retrieve details for a single form by ID. - Action **Get form field** Get one field on a form. - Action **List Form Confirmations** List confirmation emails configured on a form. - Action **List Form Fields** List all fields on a form. - Action **List form notifications** List notification emails for a form. - Action **List Webhooks** List webhooks configured on a form. - Action **Update folder** Update a folder. ## Each app on its own - [ **Cirqll** Cirqll is a CRM platform to organize everything around your customer.](https://apiant.ai/connections/cirqll) - [ **Formstack** Formstack is an online form builder and workplace productivity platform.](https://apiant.ai/connections/formstack) Reviews ## What our customers say ## More from Cirqll - [ **Cirqll to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cirqll-to-hubspot) - [ **Cirqll to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cirqll-to-salesforce) - [ **Cirqll to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cirqll-to-slack) - [ **Cirqll to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cirqll-to-google-sheets) - [ **Cirqll to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cirqll-to-gmail) - [ **Cirqll to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cirqll-to-google-calendar) ## More into Formstack - [ **ActiveCampaign to Formstack** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-formstack) - [ **Airtable to Formstack** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formstack) - [ **Asana to Formstack** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-formstack) - [ **ClickUp to Formstack** 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) - [ **Discord to Formstack** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formstack) - [ **Brevo to Formstack** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formstack) Questions ## Cirqll and Formstack, answered ### ### What can start an automation from Cirqll? Any of Cirqll's 2 triggers in the catalog, including New Note Event and New Task Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formstack when something happens in Cirqll? Any of Formstack's 18 actions, including Create Folder, Create Form, Create Form Field and Create Submission. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formstack to Cirqll? Yes. When something happens in Formstack, your agent can act in Cirqll too. This page covers both directions: Formstack's triggers and Cirqll's actions are listed here as well. ### ### Do I have to build a connector for Cirqll or Formstack? 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 Cirqll and Formstack 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.