--- title: "Connect CoachAccountable to FormAPI - APIANT.ai" description: "When \"New Client\" fires in CoachAccountable, your agent runs \"Add folder\" in FormAPI." canonical: "https://apiant.ai/connect/coachaccountable-to-formapi" --- # Connect CoachAccountable to FormAPI When **New Client** fires in [CoachAccountable](https://apiant.ai/connections/coachaccountable), your agent runs **Add folder** in [FormAPI](https://apiant.ai/connections/formapi). Describe the whole flow and it is built, tested on every scenario and kept running. CoachAccountable **5** triggers CoachAccountable **10** actions FormAPI **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CoachAccountable and FormAPI 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 CoachAccountable can start in FormAPI - When **New Client** in CoachAccountable then **Add folder** in FormAPI - When **New Coach** in CoachAccountable then **Generate PDF** in FormAPI 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 CoachAccountable and FormAPI ## Triggers and actions 5 triggers · 20 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Coach** Triggers when a new coach is created. - Trigger **New Invoice** Triggers when a new client invoice is created. - Trigger **New Invoice Payment** Triggers when a new payment is posted for an invoice. - Trigger **New Session** Triggers when a new Session is marked complete. - Action **Activate Client** Activates a Client. - Action **Add Invoice Payment** Posts a payment to a Client Invoice. - Action **Add New Action** Adds an action for a specific client. - Action **Add New Client** Adds a new Client. - Action **Add New Invoice** Adds a new invoice. - Action **Add Session** Log a new coaching session for a client. - Action **Get Client** Retrieve a single client by ID. - Action **List Clients** List all clients on the account. - Action **Mark Action Done** Marks an existing client Action done. - Action **Update Client** Update an existing client's profile fields. - Action **Add folder** Creates a new folder in DocSpring for organizing templates. - Action **Delete submission** Expire/delete a PDF submission so it is no longer downloadable. - Action **Generate PDF** Fill a PDF template with field data and generate a submission. - Action **Get combined submission** Checks the status of a combined submission (merged PDFs) and returns its download URL once processed. - Action **Get data request** Look up a submission data request (e.g. an e-signature request) by id. - Action **Get submission** Checks the status of a generated PDF submission and returns its details, including the download URL once processed. - Action **Get template** Looks up a DocSpring PDF template and returns its settings and document processing status. - Action **List folders** Lists the folders in the DocSpring account, optionally only those inside a given parent folder. - Action **Merge PDFs** Merges submission PDFs, template PDFs, custom files, other merged PDFs or PDFs at a URL into one combined PDF. The merge runs asynchronously; use Get combined submission to check when the download URL is ready. - Action **Request signature** Creates a PDF submission from a template and sends one person a request to fill in and sign their fields. The PDF is generated once they complete it. ## Each app on its own - [ **CoachAccountable** CoachAccountable is a platform to support and structure coaching relationships between coaches and their...](https://apiant.ai/connections/coachaccountable) - [ **FormAPI** DocSpring is a service that helps you fill out and sign PDF templates.](https://apiant.ai/connections/formapi) Reviews ## What our customers say ## More from CoachAccountable - [ **CoachAccountable to Dart** Dart streamlines project management so your team can get back to work that matters.](https://apiant.ai/connect/coachaccountable-to-dart) - [ **CoachAccountable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coachaccountable-to-hubspot) - [ **CoachAccountable to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coachaccountable-to-salesforce) - [ **CoachAccountable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coachaccountable-to-slack) - [ **CoachAccountable to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/coachaccountable-to-google-sheets) - [ **CoachAccountable to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coachaccountable-to-gmail) ## More into FormAPI - [ **Xero to FormAPI** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connect/xero-to-formapi) - [ **HubSpot to FormAPI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-formapi) - [ **Salesforce to FormAPI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-formapi) - [ **Slack to FormAPI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-formapi) - [ **Google Sheets to FormAPI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-formapi) - [ **Gmail to FormAPI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-formapi) Questions ## CoachAccountable and FormAPI, answered ### ### What can start an automation from CoachAccountable? Any of CoachAccountable's 5 triggers in the catalog, including New Client, New Coach, New Invoice and New Invoice Payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FormAPI when something happens in CoachAccountable? Any of FormAPI's 10 actions, including Add folder, Generate PDF, Get combined submission and Get data request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FormAPI to CoachAccountable? FormAPI has no triggers in the catalog today, so automations start in CoachAccountable. If you need the other direction, ask: your agent reads FormAPI's API documentation and adds it. ### ### Do I have to build a connector for CoachAccountable or FormAPI? 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 CoachAccountable and FormAPI 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.