Integration
Connect DoubleTick and Form Io
When New Broadcast Group fires in DoubleTick, your agent runs Update submission in Form Io, or New submission in Form Io to Send WhatsApp Document Message in DoubleTick. 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 DoubleTick and Form Io 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 DoubleTick and Form Io can do together
From DoubleTick to Form Io
When New Broadcast Group in DoubleTick
then Update submission in Form Io
When New Chat in DoubleTick
then Get form in Form Io
From Form Io to DoubleTick
When New submission in Form Io
then Send WhatsApp Document Message in DoubleTick
When New submission in Form Io
then Send WhatsApp Image Message in DoubleTick
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 DoubleTick and Form Io
Triggers and actions 3 triggers · 33 actions
Trigger
New Broadcast GroupTriggers when a new broadcast group is created.
Trigger
New ChatTriggers when a new chat appears in your inbox.
Action
Add Member to Broadcast GroupAdds a customer to a broadcast group.
Action
Assign Team Member to CustomerAssigns a customer's chat to a team member.
Action
Create Broadcast GroupCreates a broadcast group.
Action
Create NoteAdds a note to a customer chat.
Action
Delete Broadcast GroupDeletes a broadcast group.
Action
Delete CustomerDeletes a customer by phone number.
Action
Delete TemplateDeletes a message template from a WhatsApp number.
Action
Get Chat Window StatusChecks whether a customer's 24-hour service window is open.
Action
Get CustomerGets a customer's details by phone number.
Action
Get Message StatusReturns the delivery timeline of a sent message.
Action
Get NoteGets a note by ID.
Action
Get Team MemberGets a team member by phone number.
Action
Get Wallet BalanceReturns your organization's wallet balance.
Action
List Broadcast GroupsLists your broadcast groups.
Action
List ChannelsLists your connected WhatsApp channels.
Action
List Team MembersLists the team members in your organization.
Action
List TemplatesLists your WhatsApp message templates.
Action
Remove Member from Broadcast GroupRemoves a customer from a broadcast group.
Action
Remove Tags or Custom Fields from CustomerRemoves tags and custom fields from a customer.
Action
Send WhatsApp Document MessageSends a document from a URL to a customer.
Action
Send WhatsApp Image MessageSends an image from a URL to a customer.
Action
Send WhatsApp Media MessageSend WhatsApp Media Message.
Action
Send WhatsApp MessageSend a whatsApp message to a contact
Action
Send WhatsApp Template MessageSend a pre-approved WhatsApp Message Template to a contact
Action
Send WhatsApp Video MessageSends a video from a URL to a customer.
Action
Update NoteChanges a note's text.
Trigger
New submissionFires when a new submission is created on a form.
Action
Delete formDelete a form/resource by id.
Action
Delete submissionDelete a submission by id.
Action
Get formRetrieve a single form definition by id.
Action
Get submissionRetrieve a single submission by id.
Action
List formsList available forms within a project (Index API, supports limit/skip and select).
Action
List submissionsList submissions within a form (Index API, supports limit/skip pagination and content filtering).
Action
Update submissionUpdate an existing submission's data.
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 DoubleTick
DoubleTick to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DoubleTick to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DoubleTick to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DoubleTick to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DoubleTick to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DoubleTick to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Form Io
Ambivo to Form IoAmbivo Business Platform support CRM, Payment and Telephony solution for growing business.
Google Calendar to Form IoGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Shopify to Form IoShopify is a commerce platform for online stores and retail point-of-sale.
Pipedrive to Form IoPipedrive is a sales CRM and pipeline management tool.
ActiveCampaign to Form IoActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Form IoOrganize anything with Airtable, a modern database created for everyone.
Questions
DoubleTick and Form Io, answered
What can start an automation from DoubleTick?
Any of DoubleTick's 2 triggers in the catalog, including New Broadcast Group and New Chat. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Form Io when something happens in DoubleTick?
Any of Form Io's 7 actions, including Update submission, Get form, Get submission and List forms. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Form Io to DoubleTick?
Yes. When something happens in Form Io, your agent can act in DoubleTick too. This page covers both directions: Form Io's triggers and DoubleTick's actions are listed here as well.
Do I have to build a connector for DoubleTick or Form Io?
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 DoubleTick and Form Io 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.