# Connect Exist and Formstack Documents When **New Attribute Value** fires in [Exist](https://apiant.ai/connections/exist), your agent runs **Create Document** in [Formstack Documents](https://apiant.ai/connections/formstack-documents), or **New Merged Document** in Formstack Documents to **Get User Profile** in Exist. Describe the whole flow and it is built, tested on every scenario and kept running. Exist **1** trigger Exist **8** 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 Exist 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 Exist and Formstack Documents can do together ### From Exist to Formstack Documents - When **New Attribute Value** in Exist then **Create Document** in Formstack Documents - When **New Attribute Value** in Exist then **Update Document** in Formstack Documents ### From Formstack Documents to Exist - When **New Merged Document** in Formstack Documents then **Get User Profile** in Exist - When **New Merged Document** in Formstack Documents then **Create Attributes** in Exist 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 Exist and Formstack Documents ## Triggers and actions 2 triggers · 23 actions - Trigger **New Attribute Value** Triggers when a new daily value is recorded for the chosen Exist attribute, such as steps or mood. - Action **Acquire Attributes** Takes ownership of one or more Exist attributes for this app so it can write their values, creating templated attributes the user doesn't have yet. - Action **Create Attributes** Creates one or more new attributes in the user's Exist account, from a template or as custom attributes, and returns which succeeded and which failed. - Action **Get Attribute Values** Returns the daily values recorded for one of the user's Exist attributes, newest first. - Action **Get User Profile** Returns the authenticated Exist user's profile: name, avatar, timezone, local time and unit preferences. - Action **Increment Attribute Values** Adds amounts to the existing daily values of attributes your app owns in Exist, returning each attribute's new total. - Action **List Attributes with Values** Returns the user's Exist attributes together with their recent daily values. - Action **Release Attributes** Releases your ownership of one or more Exist attributes so another service can provide their data, or they become inactive. - Action **Update Attribute Values** Saves daily total values for attributes you own in Exist, up to 35 at a time, replacing any value already stored for those days. - 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 - [ **Exist** Personal analytics service that aggregates health, activity, and habit data to reveal correlations across...](https://apiant.ai/connections/exist) - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) Reviews ## What our customers say ## More from Exist - [ **Exist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/exist-to-hubspot) - [ **Exist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/exist-to-salesforce) - [ **Exist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/exist-to-slack) - [ **Exist to Google Sheets** Google Sheets](https://apiant.ai/connect/exist-to-google-sheets) - [ **Exist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/exist-to-gmail) - [ **Exist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/exist-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 ## Exist and Formstack Documents, answered ### ### What can start an automation from Exist? Any of Exist's 1 trigger in the catalog, including New Attribute Value. 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 Exist? 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 Exist? Yes. When something happens in Formstack Documents, your agent can act in Exist too. This page covers both directions: Formstack Documents's triggers and Exist's actions are listed here as well. ### ### Do I have to build a connector for Exist 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.