--- title: "Connect Filestage to Instafill.ai - APIANT.ai" description: "When \"When a Reviewer Is Invited to a Reviewer Group\" fires in Filestage, your agent runs \"Upload Form\" in Instafill.ai." canonical: "https://apiant.ai/connect/filestage-to-instafill-ai" --- # Connect Filestage to Instafill.ai When **When a Reviewer Is Invited to a Reviewer Group** fires in [Filestage](https://apiant.ai/connections/filestage), your agent runs **Upload Form** in [Instafill.ai](https://apiant.ai/connections/instafill-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Filestage **1** trigger Filestage **9** actions Instafill.ai **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 Filestage and Instafill.ai 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 Filestage can start in Instafill.ai - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Upload Form** in Instafill.ai - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Check if PDF Is Flat** in Instafill.ai 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 Filestage and Instafill.ai ## Triggers and actions 1 trigger · 14 actions - Trigger **When a Reviewer Is Invited to a Reviewer Group** Triggers when a reviewer is invited to a reviewer group. - Action **Add Reviewers to Reviewer Group** Invites reviewers by email to a reviewer group in a Filestage project. - Action **Create Folder** Creates a new folder in your Filestage workspace for organizing projects. - Action **Create Project** Creates a new project in Filestage with the given name. - Action **Create Reviewer Group** Creates a new reviewer group in a Filestage project. - Action **Get Folder by ID** Returns a Filestage folder by its ID, including its name and details. - Action **Get Folders** Returns all folders in your Filestage team. - Action **Get Project by ID** Returns a Filestage project, including its name and details, by its ID. - Action **Get Projects** Returns the projects in your Filestage team. - Action **Get Reviewer Groups by Project** Returns the reviewer groups set up in a Filestage project. - Action **Check if PDF Is Flat** Check whether a PDF file is flat (non-fillable). - Action **Convert PDF** Creates a fillable PDF form from a flat PDF file. - Action **Fill Form** Fills a PDF form with data from provided sources using AI. - Action **Find Form** Finds a form in your workspace by name. - Action **Upload Form** Uploads a PDF form to your Instafill.ai workspace for filling. ## Each app on its own - [ **Filestage** Share, review and approve all your files in one place and enjoy a faster, more productive approval process](https://apiant.ai/connections/filestage) - [ **Instafill.ai** Instafill.ai is an AI-powered platform that fills out PDF and Word forms in seconds.](https://apiant.ai/connections/instafill-ai) Reviews ## What our customers say ## More from Filestage - [ **Filestage to HelloSalut** HelloSalut returns the word for "hello" in a visitor's own language.](https://apiant.ai/connect/filestage-to-hellosalut) - [ **Filestage to Html2PDF** HTML/URL to PDF](https://apiant.ai/connect/filestage-to-html2pdf) - [ **Filestage to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filestage-to-hubspot) - [ **Filestage to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filestage-to-salesforce) - [ **Filestage to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filestage-to-slack) - [ **Filestage to Google Sheets** Google Sheets](https://apiant.ai/connect/filestage-to-google-sheets) ## More into Instafill.ai - [ **HubSpot to Instafill.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-instafill-ai) - [ **Salesforce to Instafill.ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-instafill-ai) - [ **Slack to Instafill.ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-instafill-ai) - [ **Google Sheets to Instafill.ai** Google Sheets](https://apiant.ai/connect/google-sheets-to-instafill-ai) - [ **Gmail to Instafill.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-instafill-ai) - [ **Google Calendar to Instafill.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-instafill-ai) Questions ## Filestage and Instafill.ai, answered ### ### What can start an automation from Filestage? Any of Filestage's 1 trigger in the catalog, including When a Reviewer Is Invited to a Reviewer Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Instafill.ai when something happens in Filestage? Any of Instafill.ai's 5 actions, including Upload Form, Check if PDF Is Flat, Convert PDF and Fill Form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Instafill.ai to Filestage? Instafill.ai has no triggers in the catalog today, so automations start in Filestage. If you need the other direction, ask: your agent reads Instafill.ai's API documentation and adds it. ### ### Do I have to build a connector for Filestage or Instafill.ai? 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 Filestage and Instafill.ai 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.