Integration
Connect DigitalChalk and Formstack Documents
When New Registration fires in DigitalChalk, your agent runs Create Document in Formstack Documents, or New Merged Document in Formstack Documents to Create User in DigitalChalk. 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 DigitalChalk and Formstack Documents 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 DigitalChalk and Formstack Documents can do together
From DigitalChalk to Formstack Documents
When New Registration in DigitalChalk
then Create Document in Formstack Documents
From Formstack Documents to DigitalChalk
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 DigitalChalk and Formstack Documents
Triggers and actions 4 triggers · 29 actions
- New Registration
Triggers when a user is registered into a DigitalChalk course offering.
- New User
Triggers when a new user is added to your DigitalChalk organization.
- Offering Completed
Triggers when a user completes a DigitalChalk course offering with a passing grade.
- Create User
Creates a new DigitalChalk user account and returns its id.
- Delete User
Deletes a DigitalChalk user from your organization.
- Find User
Finds a DigitalChalk user by email or username.
- Get Offering
Returns one DigitalChalk course offering by id.
- Get Registration
Returns one DigitalChalk registration (a user's enrollment in an offering) by id.
- Get User
Returns one DigitalChalk user by id.
- Get User Field Values
Returns the custom user field values set on a DigitalChalk user, keyed by field id.
- List Offering Categories
Returns the categories your DigitalChalk course offerings are grouped into.
- List Offerings
Returns course offerings in your DigitalChalk organization, optionally filtered.
- List Registrations
Returns course registrations, optionally filtered by user, offering or status.
- List Users
Returns users in your DigitalChalk organization, optionally filtered by email or name.
- Register User for Offering
Enrolls a DigitalChalk user into a course offering and returns the new registration id.
- Set User Field Values
Sets one or more custom user field values on a DigitalChalk user; fields not given keep their value.
- Update User
Updates a DigitalChalk user's name, email, password, tags, locale or active flag. Fields left blank keep their value.
- New Merged Document
Triggers when a merged/populated document is created.
- Combine Files
Joins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.
- Convert File to PDF
Turns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.
- Copy Document
Makes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.
- Create Data Route
Creates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.
- Create Data Route Merge
Sends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.
- Create Document
Creates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.
- Delete Data Route
Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
- Delete Document
Deletes a document template from Formstack Documents.
- Get Data Route
Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
- Get Document
Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
- Get Document Fields
Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
- List Data Routes
Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.
- List Documents
Returns your Formstack Documents templates, each with its name, type, output format and merge URL.
- Update Data Route
Updates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.
- Update Document
Updates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.
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
More from DigitalChalk
DigitalChalk to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DigitalChalk to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DigitalChalk to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DigitalChalk to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DigitalChalk to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DigitalChalk to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Formstack Documents
Shopify to Formstack DocumentsShopify is a commerce platform for online stores and retail point-of-sale.
Airtable to Formstack DocumentsOrganize anything with Airtable, a modern database created for everyone.
Trello to Formstack DocumentsTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
ClickUp to Formstack DocumentsClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to Formstack DocumentsDiscord is an all-in-one voice and text chat for gamers.
Brevo to Formstack DocumentsBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
DigitalChalk and Formstack Documents, answered
What can start an automation from DigitalChalk?
Any of DigitalChalk's 3 triggers in the catalog, including New Registration, New User and Offering Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Formstack Documents when something happens in DigitalChalk?
Any of Formstack Documents's 15 actions, including Create Data Route, Create Data Route Merge, Create Document and Update Data Route. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Formstack Documents to DigitalChalk?
Yes. When something happens in Formstack Documents, your agent can act in DigitalChalk too. This page covers both directions: Formstack Documents's triggers and DigitalChalk's actions are listed here as well.
Do I have to build a connector for DigitalChalk or Formstack Documents?
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 DigitalChalk and Formstack Documents 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.