--- title: "Connect Fluent Forms and Stax - APIANT.ai" description: "When \"New Submission\" fires in Fluent Forms, your agent runs \"Create Customer\" in Stax, or \"List Payment\" in Stax to \"Add Submission Note\" in Fluent Forms." canonical: "https://apiant.ai/connect/fluent-forms-to-stax" --- # Connect Fluent Forms and Stax When **New Submission** fires in [Fluent Forms](https://apiant.ai/connections/fluent-forms), your agent runs **Create Customer** in [Stax](https://apiant.ai/connections/stax), or **List Payment** in Stax to **Add Submission Note** in Fluent Forms. Describe the whole flow and it is built, tested on every scenario and kept running. Fluent Forms **1** trigger Fluent Forms **9** actions Stax **1** trigger Stax **17** 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 Stax 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 and Stax can do together ### From Fluent Forms to Stax - When **New Submission** in Fluent Forms then **Create Customer** in Stax - When **New Submission** in Fluent Forms then **Create Scheduled Invoice** in Stax ### From Stax to Fluent Forms - When **List Payment** in Stax then **Add Submission Note** in Fluent Forms - When **List Payment** in Stax then **List Submission Notes** in Fluent Forms 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 Stax ## Triggers and actions 2 triggers · 26 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. - Trigger **List Payment** Triggers when a new payment transaction is recorded in Stax. - Action **Capture payment** Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction. - Action **Create Customer** Creates a customer record on the Stax merchant account and returns the new customer. - Action **Create Item** Creates an item in the merchant's Stax catalog and returns the new catalog item. - Action **Create Scheduled Invoice** Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule. - Action **Delete Catalog Item** Deletes a catalog item from Stax. - Action **Delete payment method** Deletes a customer's saved payment method in Stax and returns the deleted payment method. - Action **Delete Scheduled Invoice** Deletes a recurring invoice schedule so it stops generating invoices. - Action **Find Customers** Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers. - Action **Find Invoices** Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method. - Action **Find Items** Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items. - Action **Find Payment Methods** Returns all saved payment methods (cards and bank accounts) for a Stax customer. - Action **Find Payments** Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status. - Action **Make a Payment** Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction. - Action **Refund payment** Refunds all or part of a settled Stax payment transaction back to the customer. - Action **Update customer** Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer. - Action **Update invoice** Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited. - Action **Void payment** Voids a payment transaction in Stax before it settles, cancelling the charge. ## 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) - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) 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 Stax - [ **HubSpot to Stax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stax) - [ **Salesforce to Stax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stax) - [ **Slack to Stax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stax) - [ **Google Sheets to Stax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stax) - [ **Gmail to Stax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stax) - [ **Google Calendar to Stax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stax) Questions ## Fluent Forms and Stax, 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 Stax when something happens in Fluent Forms? Any of Stax's 17 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stax to Fluent Forms? Yes. When something happens in Stax, your agent can act in Fluent Forms too. This page covers both directions: Stax's triggers and Fluent Forms's actions are listed here as well. ### ### Do I have to build a connector for Fluent Forms or Stax? 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 Stax 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.