--- title: "Connect Datalyse and FormDesigner - APIANT.ai" description: "When \"Lead Updated\" fires in Datalyse, your agent runs \"Add form\" in FormDesigner." canonical: "https://apiant.ai/connect/datalyse-to-formdesigner" --- # Connect Datalyse and FormDesigner When **Lead Updated** fires in [Datalyse](https://apiant.ai/connections/datalyse), your agent runs **Add form** in [FormDesigner](https://apiant.ai/connections/formdesigner), or **New Submission** in FormDesigner to **Add Note to an Existing Lead** in Datalyse. Describe the whole flow and it is built, tested on every scenario and kept running. Datalyse **2** triggers Datalyse **6** actions FormDesigner **1** trigger FormDesigner **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 Datalyse and FormDesigner 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 Datalyse and FormDesigner can do together ### From Datalyse to FormDesigner - When **Lead Updated** in Datalyse then **Add form** in FormDesigner - When **New Lead** in Datalyse then **Add form entry** in FormDesigner ### From FormDesigner to Datalyse - When **New Submission** in FormDesigner then **Add Note to an Existing Lead** in Datalyse - When **New Submission** in FormDesigner then **Create New Lead** in Datalyse 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 Datalyse and FormDesigner ## Triggers and actions 3 triggers · 16 actions - Trigger **Lead Updated** Fires when a lead (contact) in Datalyse is created or updated, newest updates first. - Trigger **New Lead** Trigger when a new lead is created - Action **Add Note to an Existing Lead** Add note to lead. - Action **Create New Lead** Create a new lead - Action **Delete Lead** Delete a lead_id - Action **Edit Lead** Edit lead details - Action **Get Lead** Returns one lead by id. - Action **Get Lead Activity** Returns the paginated activity/history feed (notes, deliveries, changes) of one lead. - Trigger **New Submission** Triggers when a submission is added for a form. - Action **Add form** Create a new form. - Action **Add form entry** Create a new entry (submission) on a form programmatically. - Action **Delete form** Delete a form by id. - Action **Delete form entry** Delete form entries by id. - Action **Get form** Retrieve a single form by id. - Action **Get form entry** Retrieve a single form entry by questionnaire id. - Action **List form entries** List entries (submissions) for a form. - Action **List forms** List all forms in the account. - Action **Update form** Update an existing form's settings/fields. - Action **Update form entry** Update an existing form entry. ## Each app on its own - [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse) - [ **FormDesigner** FormDesigner - builder of web forms, surveys, quizzes and calculators](https://apiant.ai/connections/formdesigner) Reviews ## What our customers say ## More from Datalyse - [ **Datalyse to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/datalyse-to-hubspot) - [ **Datalyse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/datalyse-to-salesforce) - [ **Datalyse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/datalyse-to-slack) - [ **Datalyse to Google Sheets** Google Sheets](https://apiant.ai/connect/datalyse-to-google-sheets) - [ **Datalyse to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/datalyse-to-gmail) - [ **Datalyse to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/datalyse-to-google-calendar) ## More into FormDesigner - [ **ActiveCampaign to FormDesigner** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-formdesigner) - [ **Airtable to FormDesigner** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formdesigner) - [ **Asana to FormDesigner** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-formdesigner) - [ **ClickUp to FormDesigner** 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-formdesigner) - [ **Discord to FormDesigner** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formdesigner) - [ **Freshdesk to FormDesigner** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-formdesigner) Questions ## Datalyse and FormDesigner, answered ### ### What can start an automation from Datalyse? Any of Datalyse's 2 triggers in the catalog, including Lead Updated and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FormDesigner when something happens in Datalyse? Any of FormDesigner's 10 actions, including Update form, Update form entry, Add form and Add form entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FormDesigner to Datalyse? Yes. When something happens in FormDesigner, your agent can act in Datalyse too. This page covers both directions: FormDesigner's triggers and Datalyse's actions are listed here as well. ### ### Do I have to build a connector for Datalyse or FormDesigner? 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 Datalyse and FormDesigner 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.