--- title: "Connect Fillout Forms to FYI - APIANT.ai" description: "When \"New Submission\" fires in Fillout Forms, your agent runs \"Create or Update Task\" in FYI." canonical: "https://apiant.ai/connect/fillout-forms-to-fyi" --- # Connect Fillout Forms to FYI When **New Submission** fires in [Fillout Forms](https://apiant.ai/connections/fillout-forms), your agent runs **Create or Update Task** in [FYI](https://apiant.ai/connections/fyi). Describe the whole flow and it is built, tested on every scenario and kept running. Fillout Forms **1** trigger Fillout Forms **4** actions FYI **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fillout Forms and FYI 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 Fillout Forms can start in FYI - When **New Submission** in Fillout Forms then **Create or Update Task** in FYI - When **New Submission** in Fillout Forms then **Create File Note** in FYI 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 Fillout Forms and FYI ## Triggers and actions 1 trigger · 12 actions - Trigger **New Submission** Triggers when a form receives a new submission. - Action **Delete Submission** Delete a submission from a form by ID. - Action **Get Submission** Retrieve a single submission by ID for a given form. - Action **List Forms** Retrieve all forms in the account. - Action **List Submissions** Retrieve all submissions for a given form, with filtering/pagination. - Action **Create File Note** Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet. - Action **Create or Update Client** Creates a new client in FYI, or updates the existing client matched by source id. - Action **Create or Update Client Group** Creates a new client group in FYI or updates an existing one matched by its id or source reference. - Action **Create or Update Job** Creates a job in FYI, or updates the existing job matching the given job id or your own reference. - Action **Create or Update Task** Creates a task in FYI, or updates the existing task that matches your reference. - Action **Create Web Link** Creates a web link document in FYI, filed against a client, cabinet or job. - Action **Look Up Client** Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients. - Action **Look Up Job** Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date. ## Each app on its own - [ **Fillout Forms** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connections/fillout-forms) - [ **FYI** FYI is a document management service for professionals](https://apiant.ai/connections/fyi) Reviews ## What our customers say ## More from Fillout Forms - [ **Fillout Forms to Grist** Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data...](https://apiant.ai/connect/fillout-forms-to-grist) - [ **Fillout Forms to Is It Safe to Travel** Daily travel-safety scores and 5 risk pillars for 248 countries, from gov advisories and indices](https://apiant.ai/connect/fillout-forms-to-is-it-safe-to-travel) - [ **Fillout Forms to Polar** Polar is a modern billing platform for developers & designers.](https://apiant.ai/connect/fillout-forms-to-polar) - [ **Fillout Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fillout-forms-to-hubspot) - [ **Fillout Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fillout-forms-to-salesforce) - [ **Fillout Forms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fillout-forms-to-slack) ## More into FYI - [ **HubSpot to FYI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fyi) - [ **Salesforce to FYI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fyi) - [ **Slack to FYI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fyi) - [ **Google Sheets to FYI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fyi) - [ **Gmail to FYI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fyi) - [ **Google Calendar to FYI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fyi) Questions ## Fillout Forms and FYI, answered ### ### What can start an automation from Fillout Forms? Any of Fillout Forms's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FYI when something happens in Fillout Forms? Any of FYI's 8 actions, including Create File Note, Create or Update Client, Create or Update Client Group and Create or Update Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FYI to Fillout Forms? FYI has no triggers in the catalog today, so automations start in Fillout Forms. If you need the other direction, ask: your agent reads FYI's API documentation and adds it. ### ### Do I have to build a connector for Fillout Forms or FYI? 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 Fillout Forms and FYI 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.