# Connect EducateMe and Formstack Documents When **New Student** fires in [EducateMe](https://apiant.ai/connections/educateme), your agent runs **Create Document** in [Formstack Documents](https://apiant.ai/connections/formstack-documents), or **New Merged Document** in Formstack Documents to **List users** in EducateMe. Describe the whole flow and it is built, tested on every scenario and kept running. EducateMe **1** trigger EducateMe **3** actions Formstack Documents **1** trigger Formstack Documents **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EducateMe and Formstack Documents to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 EducateMe and Formstack Documents can do together ### From EducateMe to Formstack Documents - When **New Student** in EducateMe then **Create Document** in Formstack Documents - When **New Student** in EducateMe then **Update Document** in Formstack Documents ### From Formstack Documents to EducateMe - When **New Merged Document** in Formstack Documents then **List users** in EducateMe - When **New Merged Document** in Formstack Documents then **Add tag** in EducateMe 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 EducateMe and Formstack Documents ## Triggers and actions 2 triggers · 18 actions - Trigger **New Student** Triggers when a new student (user) is added to your EducateMe workspace. - Action **Add tag** Creates a new tag in your EducateMe workspace. - Action **List tags** Returns the list of tags in your EducateMe workspace. - Action **List users** Returns the users in your EducateMe workspace. - Trigger **New Merged Document** Triggers when a merged/populated document is created. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **Delete Data Route** Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted. - Action **Delete Document** Deletes a document template from Formstack Documents. - Action **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. - Action **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. - Action **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. - Action **List Data Routes** Returns your Formstack Documents data routes, each with its name, key and the URL to send data to. - Action **List Documents** Returns your Formstack Documents templates, each with its name, type, output format and merge URL. - Action **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. - Action **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. ## Each app on its own - [ **EducateMe** EducateMe is an all-in-one platform for social learning.](https://apiant.ai/connections/educateme) - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) Reviews ## What our customers say ## More from EducateMe - [ **EducateMe to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/educateme-to-hubspot) - [ **EducateMe to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/educateme-to-salesforce) - [ **EducateMe to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/educateme-to-slack) - [ **EducateMe to Google Sheets** Google Sheets](https://apiant.ai/connect/educateme-to-google-sheets) - [ **EducateMe to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/educateme-to-gmail) - [ **EducateMe to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/educateme-to-google-calendar) ## More into Formstack Documents - [ **Shopify to Formstack Documents** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-formstack-documents) - [ **Airtable to Formstack Documents** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formstack-documents) - [ **Trello to Formstack Documents** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-formstack-documents) - [ **ClickUp to Formstack Documents** 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-formstack-documents) - [ **Discord to Formstack Documents** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formstack-documents) - [ **Brevo to Formstack Documents** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formstack-documents) Questions ## EducateMe and Formstack Documents, answered ### ### What can start an automation from EducateMe? Any of EducateMe's 1 trigger in the catalog, including New Student. 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 EducateMe? 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 EducateMe? Yes. When something happens in Formstack Documents, your agent can act in EducateMe too. This page covers both directions: Formstack Documents's triggers and EducateMe's actions are listed here as well. ### ### Do I have to build a connector for EducateMe 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. ### ### 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.