# Connect Fluent Forms to Folderit Dms

When **New Submission** fires in [Fluent Forms](https://apiant.ai/connections/fluent-forms), your agent runs **Add entity tasks** in [Folderit Dms](https://apiant.ai/connections/folderit-dms). Describe the whole flow and it is built, tested on every scenario and kept running.

Fluent Forms **1** trigger Fluent Forms **9** actions Folderit Dms **22** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Fluent Forms and Folderit Dms 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 Fluent Forms can start in Folderit Dms

- When **New Submission** in Fluent Forms then **Add entity tasks** in Folderit Dms
- When **New Submission** in Fluent Forms then **Add file** in Folderit Dms

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 Fluent Forms and Folderit Dms

## Triggers and actions 1 trigger · 31 actions

- Trigger

**New Submission**

Triggers when a new form submission (entry) is received in Fluent Forms, optionally limited to one form.

- Action

**Add Submission Note**

Adds an internal note to a Fluent Forms submission (entry).

- Action

**Delete Submission**

Permanently deletes a form submission (entry) from Fluent Forms.

- Action

**Get Form**

Returns a single Fluent Forms form, including its title, status and field structure.

- Action

**Get Submission**

Returns a single form submission (entry), including the submitted field values and its status.

- Action

**List Forms**

Returns the forms on your Fluent Forms site.

- Action

**List Submission Notes**

Returns the notes added to a Fluent Forms submission.

- Action

**List Submissions**

Returns form submissions, optionally filtered by form, status or search text.

- Action

**Submit Form**

Submits a new entry to a Fluent Forms form, as if a visitor filled it in.

- Action

**Update Submission Status**

Changes the status of a form submission, such as marking it read, unread or trashed.

- Action

**Add entity tasks**

Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.

- Action

**Add file**

/v2/accounts/{accountUid}/files/upload - upload new file/version.

- Action

**Add folder**

/v2/accounts/{accountUid}/folders - create a folder/section.

- Action

**Add group**

Creates a new user group in a Folderit account.

- Action

**Add share**

Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link.

- Action

**Add tag**

Creates a new tag in a Folderit account, optionally nested under an existing parent tag.

- Action

**Add tags to file**

/v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.

- Action

**Add team user**

Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.

- Action

**Delete file**

Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.

- Action

**Delete folder**

/v2/accounts/{accountUid}/folders/{folderUid}.

- Action

**Find files**

Searches the files of a Folderit account by text and optional filters, returning the matching files.

- Action

**Get entity tasks**

Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.

- Action

**Get file download link**

/v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.

- Action

**Get folder**

/v2/accounts/{accountUid}/folders/{folderUid} - folder info.

- Action

**List accounts**

Lists the Folderit accounts available to the connected user, optionally filtered by name or ownership.

- Action

**List files**

Lists the files directly inside a Folderit folder or section.

- Action

**List folders**

Lists the subfolders directly inside a Folderit folder or section.

- Action

**List groups**

Lists the user groups in a Folderit account.

- Action

**List tags**

Lists all tags in a Folderit account.

- Action

**List team users**

Lists the team users of a Folderit account, optionally filtered by email address.

- Action

**Update file**

Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.

- Action

**Update folder**

/v2/accounts/{accountUid}/folders/{folderUid} - update folder.

## Each app on its own

- [ **Fluent Forms** WordPress form builder plugin for creating forms, quizzes, and payment collection with webhook and...](https://apiant.ai/connections/fluent-forms)
- [ **Folderit Dms** Cloud document management system for organizing files, custom intake forms, e-signatures, and approval...](https://apiant.ai/connections/folderit-dms)

Reviews

## What our customers say

## More from Fluent Forms

- [ **Fluent Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fluent-forms-to-hubspot)
- [ **Fluent Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fluent-forms-to-salesforce)
- [ **Fluent Forms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fluent-forms-to-slack)
- [ **Fluent Forms to Google Sheets** Google Sheets](https://apiant.ai/connect/fluent-forms-to-google-sheets)
- [ **Fluent Forms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fluent-forms-to-gmail)
- [ **Fluent Forms to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fluent-forms-to-google-calendar)

## More into Folderit Dms

- [ **HubSpot to Folderit Dms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-folderit-dms)
- [ **Salesforce to Folderit Dms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-folderit-dms)
- [ **Slack to Folderit Dms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-folderit-dms)
- [ **Google Sheets to Folderit Dms** Google Sheets](https://apiant.ai/connect/google-sheets-to-folderit-dms)
- [ **Gmail to Folderit Dms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-folderit-dms)
- [ **Google Calendar to Folderit Dms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-folderit-dms)

Questions

## Fluent Forms and Folderit Dms, answered

###

### What can start an automation from Fluent Forms?

Any of Fluent 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 Folderit Dms when something happens in Fluent Forms?

Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Folderit Dms to Fluent Forms?

Folderit Dms has no triggers in the catalog today, so automations start in Fluent Forms. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it.

###

### Do I have to build a connector for Fluent Forms or Folderit Dms?

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.
