--- title: "Connect Form Io to OpenCRM - APIANT.ai" description: "When \"New submission\" fires in Form Io, your agent runs \"List contacts\" in OpenCRM." canonical: "https://apiant.ai/connect/form-io-to-opencrm" --- # Connect Form Io to OpenCRM When **New submission** fires in [Form Io](https://apiant.ai/connections/form-io), your agent runs **List contacts** in [OpenCRM](https://apiant.ai/connections/opencrm). Describe the whole flow and it is built, tested on every scenario and kept running. Form Io **1** trigger Form Io **7** actions OpenCRM **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Form Io and OpenCRM 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 Form Io can start in OpenCRM - When **New submission** in Form Io then **List contacts** in OpenCRM - When **New submission** in Form Io then **List leads** in OpenCRM 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 Form Io and OpenCRM ## Triggers and actions 1 trigger · 13 actions - Trigger **New submission** Fires when a new submission is created on a form. - Action **Delete form** Delete a form/resource by id. - Action **Delete submission** Delete a submission by id. - Action **Get form** Retrieve a single form definition by id. - Action **Get submission** Retrieve a single submission by id. - Action **List forms** List available forms within a project (Index API, supports limit/skip and select). - Action **List submissions** List submissions within a form (Index API, supports limit/skip pagination and content filtering). - Action **Update submission** Update an existing submission's data. - Action **List activities** Returns activities from OpenCRM with their full details, optionally narrowed by a filter or keyword search. - Action **List companies** Returns the companies in your OpenCRM system with their full details, optionally narrowed by a filter or keyword search. - Action **List contacts** Returns contacts from OpenCRM with their full details, optionally narrowed by a filter or search keywords. - Action **List leads** Returns the leads in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords. - Action **List opportunities** Returns the opportunities in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords. - Action **List tickets** Returns helpdesk tickets from OpenCRM with their full details, optionally narrowed by a filter or search keywords. ## Each app on its own - [ **Form Io** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connections/form-io) - [ **OpenCRM** OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.](https://apiant.ai/connections/opencrm) Reviews ## What our customers say ## More from Form Io - [ **Form Io to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/form-io-to-outlook) - [ **Form Io to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/form-io-to-supabase) - [ **Form Io to PostgreSQL** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connect/form-io-to-postgresql) - [ **Form Io to Uku** Uku is an accounting practice management software that helps accounting firms organize, hit deadlines, save...](https://apiant.ai/connect/form-io-to-uku) - [ **Form Io to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/form-io-to-hubspot) - [ **Form Io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/form-io-to-salesforce) ## More into OpenCRM - [ **HubSpot to OpenCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-opencrm) - [ **Salesforce to OpenCRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-opencrm) - [ **Slack to OpenCRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-opencrm) - [ **Google Sheets to OpenCRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-opencrm) - [ **Gmail to OpenCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-opencrm) - [ **Google Calendar to OpenCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-opencrm) Questions ## Form Io and OpenCRM, answered ### ### What can start an automation from Form Io? Any of Form Io'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 OpenCRM when something happens in Form Io? Any of OpenCRM's 6 actions, including List activities, List companies, List contacts and List leads. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OpenCRM to Form Io? OpenCRM has no triggers in the catalog today, so automations start in Form Io. If you need the other direction, ask: your agent reads OpenCRM's API documentation and adds it. ### ### Do I have to build a connector for Form Io or OpenCRM? 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 Form Io and OpenCRM 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.