--- title: "Connect Form Io and Salesflare - APIANT.ai" description: "When \"New submission\" fires in Form Io, your agent runs \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/form-io-to-salesflare" --- # Connect Form Io and Salesflare When **New submission** fires in [Form Io](https://apiant.ai/connections/form-io), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **Update submission** in Form Io. Describe the whole flow and it is built, tested on every scenario and kept running. Form Io **1** trigger Form Io **7** actions Salesflare **1** trigger Salesflare **11** 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 Salesflare 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 and Salesflare can do together ### From Form Io to Salesflare - When **New submission** in Form Io then **Add Contact to Account** in Salesflare - When **New submission** in Form Io then **Find Contact** in Salesflare ### From Salesflare to Form Io - When **New Account** in Salesflare then **Update submission** in Form Io - When **New Account** in Salesflare then **Get form** in Form Io 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 Salesflare ## Triggers and actions 2 triggers · 18 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. - Trigger **New Account** Triggers when a new account is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. ## 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) - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) 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 Salesflare - [ **HubSpot to Salesflare** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesflare) - [ **Google Sheets to Salesflare** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesflare) - [ **Gmail to Salesflare** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesflare) - [ **Google Calendar to Salesflare** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesflare) - [ **Google Drive to Salesflare** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesflare) - [ **Mailchimp to Salesflare** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesflare) Questions ## Form Io and Salesflare, 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 Salesflare when something happens in Form Io? Any of Salesflare's 11 actions, including Update Opportunity, Add Contact to Account, Add tag and Find Account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesflare to Form Io? Yes. When something happens in Salesflare, your agent can act in Form Io too. This page covers both directions: Salesflare's triggers and Form Io's actions are listed here as well. ### ### Do I have to build a connector for Form Io or Salesflare? 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 Salesflare 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.