--- title: "Connect eWay-CRM and Formidable Forms - APIANT.ai" description: "When \"New or Updated Company\" fires in eWay-CRM, your agent runs \"Create Entry\" in Formidable Forms." canonical: "https://apiant.ai/connect/eway-crm-to-formidable-forms" --- # Connect eWay-CRM and Formidable Forms When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Create Entry** in [Formidable Forms](https://apiant.ai/connections/formidable-forms), or **New Entry** in Formidable Forms to **Save a Contact** in eWay-CRM. Describe the whole flow and it is built, tested on every scenario and kept running. eWay-CRM **6** triggers eWay-CRM **10** actions Formidable Forms **1** trigger Formidable Forms **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want eWay-CRM and Formidable Forms 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 eWay-CRM and Formidable Forms can do together ### From eWay-CRM to Formidable Forms - When **New or Updated Company** in eWay-CRM then **Create Entry** in Formidable Forms - When **New or Updated Contact** in eWay-CRM then **Find Entries** in Formidable Forms ### From Formidable Forms to eWay-CRM - When **New Entry** in Formidable Forms then **Save a Contact** in eWay-CRM - When **New Entry** in Formidable Forms then **Save a Deal** in eWay-CRM 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 eWay-CRM and Formidable Forms ## Triggers and actions 7 triggers · 15 actions - Trigger **New or Updated Company** Triggers when a company is created or changed in eWay-CRM. - Trigger **New or Updated Contact** Triggers when a contact is created or updated in eWay-CRM. - Trigger **New or Updated Deal** Triggers when a deal is created or updated in eWay-CRM. - Trigger **New or Updated Journal** Triggers when a journal entry is created or updated in eWay-CRM. - Trigger **New or Updated Project** Triggers when a project is created or updated in eWay-CRM. - Trigger **New or Updated Task** Triggers when a task is created or changed in eWay-CRM. - Action **Find a Contact** Finds contacts in eWay-CRM matching an email, name, company or phone number. - Action **Find a Deal** Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria. - Action **Find a Drop-Down Menu Value** Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label. - Action **Find a Task** Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply. - Action **Save a Company** Creates a new company in eWay-CRM, or updates an existing one when a company ID is given. - Action **Save a Contact** Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied. - Action **Save a Deal** Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given. - Action **Save a Journal** Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given. - Action **Save a Project** Creates a new project in eWay-CRM, or updates an existing project when its ID is given. - Action **Save a Task** Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied. - Trigger **New Entry** Triggers when a new entry is submitted to a Formidable form. - Action **Create Entry** Creates a new entry in a Formidable form using the values you supply for that form's fields, and returns the created entry. - Action **Find Entries** Returns the entries that contain a search value in any of their fields, optionally limited to one form. - Action **Get Entry** Returns one form entry by its ID or key, including its saved field values. An error occurs if the entry is not found. - Action **Get Form** Returns one form's details, such as its name, key, description and preview link. - Action **List Forms** Returns the forms on your Formidable Forms site, with each form's ID, key, name and creation date. ## Each app on its own - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) - [ **Formidable Forms** Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom...](https://apiant.ai/connections/formidable-forms) Reviews ## What our customers say ## More from eWay-CRM - [ **eWay-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/eway-crm-to-hubspot) - [ **eWay-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/eway-crm-to-salesforce) - [ **eWay-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/eway-crm-to-slack) - [ **eWay-CRM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/eway-crm-to-google-sheets) - [ **eWay-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/eway-crm-to-gmail) - [ **eWay-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/eway-crm-to-google-calendar) ## More into Formidable Forms - [ **ActiveCampaign to Formidable Forms** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-formidable-forms) - [ **Airtable to Formidable Forms** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formidable-forms) - [ **Asana to Formidable Forms** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-formidable-forms) - [ **ClickUp to Formidable Forms** 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-formidable-forms) - [ **Discord to Formidable Forms** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formidable-forms) - [ **Brevo to Formidable Forms** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formidable-forms) Questions ## eWay-CRM and Formidable Forms, answered ### ### What can start an automation from eWay-CRM? Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formidable Forms when something happens in eWay-CRM? Any of Formidable Forms's 5 actions, including Create Entry, Find Entries, Get Entry and Get Form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formidable Forms to eWay-CRM? Yes. When something happens in Formidable Forms, your agent can act in eWay-CRM too. This page covers both directions: Formidable Forms's triggers and eWay-CRM's actions are listed here as well. ### ### Do I have to build a connector for eWay-CRM or Formidable Forms? 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 eWay-CRM and Formidable Forms 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.