Integration
Connect Cognito Forms and Prospect CRM
When New Entry fires in Cognito Forms, your agent runs Add contact in Prospect CRM, or New contact in Prospect CRM to Get Document in Cognito Forms. Describe the whole flow 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 Cognito Forms and Prospect CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Cognito Forms and Prospect CRM can do together
From Cognito Forms to Prospect CRM
When New Entry in Cognito Forms
then Add contact in Prospect CRM
From Prospect CRM to Cognito Forms
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 Cognito Forms and Prospect CRM
Triggers and actions 4 triggers · 29 actions
- New Entry
Triggers when a new entry is submitted to the selected form.
- Updated Entry
Triggers when an entry on the selected form is updated.
- Create Entry
Creates a new entry on a Cognito Forms form with the field values you supply.
- Delete Entry
Deletes an entry from a Cognito Forms form.
- Get Document
Generates and returns a document for a form entry from one of the form's document templates, including a link to download the file.
- Get Entry
Returns a single entry from a Cognito Forms form, including all of its field values.
- Get Form Entries
Returns the entries submitted to a form, with each entry's field values.
- Get form fields
Returns the list of fields defined on a Cognito Forms form, including each field's name, type and settings.
- Get form schema
Returns the JSON schema of a form, describing each of its fields and their types.
- List forms
Returns all forms in your Cognito Forms organization, with each form's id and name.
- Set Form Availability
Sets when a form is open for submissions: the date it opens, the date it closes, and the message shown while it is unavailable.
- Update Entry
Updates an existing entry on a form, changing only the field values you supply.
- New contact
Triggers when a new contact is added in Prospect CRM.
- New lead
Triggers when a new lead is created in Prospect CRM.
- Add booking
Creates a booking (a scheduled appointment or reservation) in Prospect CRM.
- Add contact
Creates a new contact in Prospect CRM and returns the created contact record.
- Add enquiry
Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
- Add lead
Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
- Create Customer
Creates a customer (company) record in Prospect CRM and returns the new company.
- Create Entity
Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
- Find companies
Returns the companies in Prospect CRM that match a filter, such as a company name.
- Find contacts
Returns the contacts that match a filter, such as an email address or surname.
- Find Entity
Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
- Find leads
Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.
- Get company
Returns a single company record by its ID.
- Get contact
Returns a single Prospect CRM contact by its contact ID.
- List webhook actions
Returns the webhook event types Prospect CRM can subscribe to.
- Update company
Updates an existing company in Prospect CRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.
- Update Entity
Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
- Update lead
Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.
- Update Opportunity Status
Changes the status of an opportunity (lead) in Prospect CRM.
- Update Problem Status
Updates the status of an existing problem (support case) in Prospect CRM.
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
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Questions
Cognito Forms and Prospect CRM, answered
What can start an automation from Cognito Forms?
Any of Cognito Forms's 2 triggers in the catalog, including New Entry and Updated Entry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Prospect CRM when something happens in Cognito Forms?
Any of Prospect CRM's 19 actions, including Create Customer, Create Entity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospect CRM to Cognito Forms?
Yes. When something happens in Prospect CRM, your agent can act in Cognito Forms too. This page covers both directions: Prospect CRM's triggers and Cognito Forms's actions are listed here as well.
Do I have to build a connector for Cognito Forms or Prospect CRM?
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 Cognito Forms and Prospect CRM 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.