Integration
Connect Formitize to EyeLevel.ai
When New Client fires in Formitize, your agent runs Add document in EyeLevel.ai. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Formitize and EyeLevel.ai to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Formitize can start in EyeLevel.ai
When New Client in Formitize
then Add document in EyeLevel.ai
When On Create Job in Formitize
then Add remote document in EyeLevel.ai
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 Formitize and EyeLevel.ai
Triggers and actions 2 triggers · 43 actions
Trigger
New ClientTriggers when a new client is added.
Trigger
On Create JobTriggers when a new job is created.
Action
Create AssetCreates an asset of an asset type.
Action
Create ClientCreates a client with a billing name and optional primary contact and address.
Action
Create JobCreates a job and optionally assigns it to an agent.
Action
Delete AssetDeletes an asset.
Action
Delete JobDeletes a job.
Action
Get AssetReturns one asset.
Action
Get ClientReturns one client with its contacts and locations.
Action
Get Submitted FormReturns one submitted form with its answers and attachments.
Action
List AssetsReturns assets of one asset type.
Action
List Asset TypesReturns the account's asset types and their columns.
Action
List ClientsReturns a page of clients with their billing name, primary contact, address and status.
Action
List Form TemplatesReturns the account's form templates.
Action
List JobsReturns jobs, optionally filtered by status or assigned agent.
Action
List Lookup DatabasesReturns the account's lookup databases.
Action
List NotificationsReturns notifications, open or completed.
Action
List Submitted FormsReturns submitted forms, optionally filtered by form template, status, text or modified date.
Action
Update ClientUpdates a client's billing name, primary contact or address.
Action
Add bucketCreate a new bucket to hold documents.
Action
Add bucket to groupAdds an existing bucket to an existing group. Buckets and groups can be associated many to many.
Action
Add documentUploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously.
Action
Add groupCreate a new group (collection of buckets).
Action
Add remote documentIngest a document hosted at a public URL into a GroundX bucket.
Action
Crawl websiteCrawl a website and ingest its pages as documents into a bucket.
Action
Delete bucketDelete a bucket.
Action
Delete documentDeletes a single document from GroundX.
Action
Delete groupDeletes a group in GroundX by its group ID.
Action
Find content by querySemantic search over ingested content chunks within a bucket/group for relevant passages.
Action
Find documents by IDReturns up to 20 documents associated with the specified process, bucket, or group ID.
Action
Find documents by querySearches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks.
Action
Get bucketRetrieve a single bucket by ID.
Action
Get customerGet the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits.
Action
Get customer usageGet the total searches or file tokens used by the account over a time period.
Action
Get documentLook up an existing GroundX document by its ID.
Action
Get document extractLook up the information GroundX extract has pulled from an existing document.
Action
Get document processing statusGet the ingestion/processing status of a document by process ID.
Action
Get document X-RayRetrieve the X-Ray (deep semantic parse) result for a document.
Action
Get groupRetrieve a single group by ID.
Action
List bucketsLists the content buckets in your GroundX account.
Action
List groupsList all groups in your GroundX account (up to 100 per call).
Action
Remove bucket from groupRemoves a bucket from a group without affecting the bucket's other group associations.
Action
Update bucketRename an existing content bucket.
Action
Update documentUpdate a document's metadata (e.g. searchData, fileName).
Action
Update groupRename an existing group.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Formitize
Formitize to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Formitize to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Formitize to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Formitize to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Formitize to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Formitize to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into EyeLevel.ai
HubSpot to EyeLevel.aiHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to EyeLevel.aiSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to EyeLevel.aiSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to EyeLevel.aiGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to EyeLevel.aiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to EyeLevel.aiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Formitize and EyeLevel.ai, answered
What can start an automation from Formitize?
Any of Formitize's 2 triggers in the catalog, including New Client and On Create Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EyeLevel.ai when something happens in Formitize?
Any of EyeLevel.ai's 26 actions, including Update bucket, Update document, Update group and Add bucket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EyeLevel.ai to Formitize?
EyeLevel.ai has no triggers in the catalog today, so automations start in Formitize. If you need the other direction, ask: your agent reads EyeLevel.ai's API documentation and adds it.
Do I have to build a connector for Formitize or EyeLevel.ai?
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 Formitize and EyeLevel.ai 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.