--- title: "Connect folk and Formidable Forms - APIANT.ai" description: "When \"Company Added\" fires in folk, your agent runs \"Create Entry\" in Formidable Forms, or \"New Entry\" in Formidable Forms to \"Create Deal\" in folk." canonical: "https://apiant.ai/connect/folk-to-formidable-forms" --- # Connect folk and Formidable Forms When **Company Added** fires in [folk](https://apiant.ai/connections/folk), your agent runs **Create Entry** in [Formidable Forms](https://apiant.ai/connections/formidable-forms), or **New Entry** in Formidable Forms to **Create Deal** in folk. Describe the whole flow and it is built, tested on every scenario and kept running. folk **11** triggers folk **16** actions Formidable Forms **1** trigger Formidable Forms **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want folk and Formidable Forms 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 folk and Formidable Forms can do together ### From folk to Formidable Forms - When **Company Added** in folk then **Create Entry** in Formidable Forms - When **Company Custom Field Updated** in folk then **Find Entries** in Formidable Forms ### From Formidable Forms to folk - When **New Entry** in Formidable Forms then **Create Deal** in folk - When **New Entry** in Formidable Forms then **Create Note** in folk 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 folk and Formidable Forms ## Triggers and actions 12 triggers · 21 actions - Trigger **Company Added** Triggers when a new company is created or added to a group. - Trigger **Company Custom Field Updated** Triggers when a company custom field (for example tag, status, text, assignee) is updated. - Trigger **Company Removed** Triggers when a company is deleted from the workspace or removed from a group. - Trigger **Company Updated** Triggers when a company basic field (like name, email or URL) in a group is updated. - Trigger **Deal Added** Fires when a new deal is created. - Trigger **Deal Removed** Fires when a deal is deleted from a pipeline. - Trigger **Deal Updated** Fires when a deal is updated (stage change, field update). - Trigger **Person Added** Triggers when a new person is created or added to a group. - Trigger **Person Custom Field Updated** Triggers when a person custom field (for example tag, status, text, assignee) is updated. - Trigger **Person Removed** Triggers when a person is deleted from the workspace or removed from a group. - Trigger **Person Updated** Triggers when a person basic field (like first name, job title, email or URL) in a group is updated. - Action **Create Company** Creates a company in folk, optionally adding it to a group and setting that group's custom fields. - Action **Create Deal** Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields. - Action **Create Group** Creates a group in folk. A default "All people" table view is added to the group automatically. - Action **Create Note** Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note. - Action **Create Person** Creates a person in folk, optionally adding them to a group and setting that group's custom fields. - Action **Create Reminder** Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule. - Action **Delete Company** Deletes a company from folk by its id. - Action **Delete Person** Deletes a person from folk by their id. This also removes their custom fields, notes and associations. - Action **Find a Company** Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping. - Action **Find a Person** Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping. - Action **Get a Company** Fetches one folk company by id, including its custom field values. - Action **Get a Note** Fetches one folk note by id, with its text, author and the record it is attached to. - Action **Get a Person** Fetches one folk person by id, including their custom field values. - Action **List Groups** Returns the groups in the folk workspace, with each group's id, name and visibility. - Action **Update Company** Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list. - Action **Update Person** Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list. - Trigger **New Entry** Triggers when a new entry is submitted to a Formidable form. - Action **Create Entry** Creates a new entry in a Formidable form using the values you supply for that form's fields, and returns the created entry. - Action **Find Entries** Returns the entries that contain a search value in any of their fields, optionally limited to one form. - Action **Get Entry** Returns one form entry by its ID or key, including its saved field values. An error occurs if the entry is not found. - Action **Get Form** Returns one form's details, such as its name, key, description and preview link. - Action **List Forms** Returns the forms on your Formidable Forms site, with each form's ID, key, name and creation date. ## Each app on its own - [ **folk** folk is the next generation CRM for teams](https://apiant.ai/connections/folk) - [ **Formidable Forms** Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom...](https://apiant.ai/connections/formidable-forms) Reviews ## What our customers say ## More from folk - [ **folk to OpenRouter** OpenRouter is a unified interface to AI models.](https://apiant.ai/connect/folk-to-openrouter) - [ **folk to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/folk-to-hubspot) - [ **folk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/folk-to-salesforce) - [ **folk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/folk-to-slack) - [ **folk to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/folk-to-google-sheets) - [ **folk to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/folk-to-gmail) ## More into Formidable Forms - [ **ActiveCampaign to Formidable Forms** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-formidable-forms) - [ **Airtable to Formidable Forms** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formidable-forms) - [ **Asana to Formidable Forms** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-formidable-forms) - [ **ClickUp to Formidable Forms** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-formidable-forms) - [ **Discord to Formidable Forms** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formidable-forms) - [ **Brevo to Formidable Forms** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formidable-forms) Questions ## folk and Formidable Forms, answered ### ### What can start an automation from folk? Any of folk's 11 triggers in the catalog, including Company Added, Company Custom Field Updated, Company Removed and Company Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formidable Forms when something happens in folk? Any of Formidable Forms's 5 actions, including Create Entry, Find Entries, Get Entry and Get Form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formidable Forms to folk? Yes. When something happens in Formidable Forms, your agent can act in folk too. This page covers both directions: Formidable Forms's triggers and folk's actions are listed here as well. ### ### Do I have to build a connector for folk or Formidable Forms? 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 folk and Formidable Forms 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.