--- title: "Connect Fluent Forms to Payaca - APIANT.ai" description: "When \"New Submission\" fires in Fluent Forms, your agent runs \"Add invoice\" in Payaca." canonical: "https://apiant.ai/connect/fluent-forms-to-payaca" --- # Connect Fluent Forms to Payaca When **New Submission** fires in [Fluent Forms](https://apiant.ai/connections/fluent-forms), your agent runs **Add invoice** in [Payaca](https://apiant.ai/connections/payaca). Describe the whole flow and it is built, tested on every scenario and kept running. Fluent Forms **1** trigger Fluent Forms **9** actions Payaca **14** 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 Payaca 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 Fluent Forms can start in Payaca - When **New Submission** in Fluent Forms then **Add invoice** in Payaca - When **New Submission** in Fluent Forms then **Get customer** in Payaca 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 Payaca ## Triggers and actions 1 trigger · 23 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 invoice** Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent. - Action **Add payment** Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled. - Action **Add project note** Adds one or more notes to a Payaca project and returns the notes that were created. - Action **Add proposal** Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals. - Action **Get customer** Returns a customer by id, including their contacts, addresses, custom field values and tags. - Action **Get invoice** Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found. - Action **Get project** Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments. - Action **Get scheduled event** Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found. - Action **List customers** Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number. - Action **List pipelines** Returns all pipelines in the Payaca account, including each pipeline's stages in order. - Action **List projects** Returns the projects in the Payaca account, optionally only those belonging to one customer. - Action **Mark proposal as accepted** Marks a proposal that was already sent to the customer as accepted and returns the updated proposal. - Action **Update project** Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated. - Action **Update scheduled event** Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event. ## 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) - [ **Payaca** Send professional quotes and invoices, manage customers and pricing, and take payment.](https://apiant.ai/connections/payaca) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Payaca - [ **HubSpot to Payaca** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-payaca) - [ **Salesforce to Payaca** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-payaca) - [ **Slack to Payaca** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-payaca) - [ **Google Sheets to Payaca** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-payaca) - [ **Gmail to Payaca** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-payaca) - [ **Google Calendar to Payaca** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-payaca) Questions ## Fluent Forms and Payaca, 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 Payaca when something happens in Fluent Forms? Any of Payaca's 14 actions, including Update project, Update scheduled event, Add invoice and Add payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Payaca to Fluent Forms? Payaca has no triggers in the catalog today, so automations start in Fluent Forms. If you need the other direction, ask: your agent reads Payaca's API documentation and adds it. ### ### Do I have to build a connector for Fluent Forms or Payaca? 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 Fluent Forms and Payaca 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.