# Connect Fluent Forms to Teamgate

When **New Submission** fires in [Fluent Forms](https://apiant.ai/connections/fluent-forms), your agent runs **Create Deal** in [Teamgate](https://apiant.ai/connections/teamgate). Describe the whole flow and it is built, tested on every scenario and kept running.

Fluent Forms **1** trigger Fluent Forms **9** actions Teamgate **35** 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 Teamgate 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 Teamgate

- When **New Submission** in Fluent Forms then **Create Deal** in Teamgate
- When **New Submission** in Fluent Forms then **Create Lead** in Teamgate

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 Teamgate

## Triggers and actions 1 trigger · 44 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

**Create Activity**

Creates a new activity.

- Action

**Create Company**

Creates a new company.

- Action

**Create Deal**

Creates a new deal in Teamgate.

- Action

**Create Lead**

Creates a new lead in Teamgate. A lead is either a person (give a Name) or a company (give a Company Name or Company ID).

- Action

**Create Note**

Creates a note in Teamgate, optionally linked to products, companies, deals or leads.

- Action

**Create Person**

Creates a new person (contact) in Teamgate.

- Action

**Create Product**

Creates a new product.

- Action

**Delete Activity**

Deletes an activity (task, call or note) in Teamgate.

- Action

**Delete Company**

Deletes a company in Teamgate by its ID.

- Action

**Delete Deal**

Delete a deal by id.

- Action

**Delete Lead**

Deletes a lead in Teamgate by its ID.

- Action

**Delete Note**

Deletes a note in Teamgate.

- Action

**Delete Person**

Delete a person by id.

- Action

**Delete Product**

Delete a product by id.

- Action

**Find Company**

Returns the companies whose name matches the given name (exact or contains), optionally narrowed by code or VAT code.

- Action

**Find Deal**

Returns the deals whose name matches the specified name, optionally narrowed by status.

- Action

**Find Lead**

Finds Teamgate leads by name, optionally narrowed by company, source, industry or status.

- Action

**Find Person**

Find people in Teamgate by name, optionally narrowed by source, industry or job title.

- Action

**Find Product**

Finds a product give.

- Action

**Get Activity**

Retrieve details of a single activity by id.

- Action

**Get Company**

Retrieve details of a single organization (company) by id.

- Action

**Get Deal**

Retrieve details of a single deal by id.

- Action

**Get Lead**

Retrieve details of a single lead by id.

- Action

**Get Note**

Retrieve details of a single note by id.

- Action

**Get Person**

Retrieves a single person from Teamgate by id, including custom field values.

- Action

**Get Product**

Retrieve a single Teamgate product by id, including its custom field values.

- Action

**List Activities**

Retrieve all activities.

- Action

**Update Activity**

Update fields of an existing activity by id.

- Action

**Update Cart Products Status**

Sets every product in a deal's cart active (in stock) or inactive (out of stock).

- Action

**Update Company**

Update existing company.

- Action

**Update Deal**

Update existing deal.

- Action

**Update Lead**

Updates an existing lead in Teamgate. Only the fields you fill in are changed.

- Action

**Update Note**

Updates the text or linked records of an existing Teamgate note.

- Action

**Update Person**

Update existing person.

- Action

**Update Product**

Update existing product.

## 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)
- [ **Teamgate** Teamgate is an intelligent sales CRM with a great insights.](https://apiant.ai/connections/teamgate)

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 Teamgate

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

Questions

## Fluent Forms and Teamgate, 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 Teamgate when something happens in Fluent Forms?

Any of Teamgate's 35 actions, including Create Activity, Create Company, Create Deal and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Teamgate to Fluent Forms?

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

###

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

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.
