Integration
Connect Formitize to Fax.Plus
When New Client fires in Formitize, your agent runs Add contact in Fax.Plus. 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 Fax.Plus 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 Fax.Plus
When New Client in Formitize
then Add contact in Fax.Plus
When On Create Job in Formitize
then Update contact in Fax.Plus
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 Fax.Plus
Triggers and actions 2 triggers · 31 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 contactCreates a new contact in your Fax.Plus address book with a name and fax number, plus optional email, phone numbers, notes and groups.
Action
Delete contactDeletes a contact from your Fax.Plus address book.
Action
Delete faxDeletes a received or sent fax record from a Fax.Plus account by its ID.
Action
Delete outbox faxDeletes an outgoing fax that is still scheduled for sending from the Fax.Plus outbox.
Action
Get accountReturns the profile, status and notification and fax settings of your Fax.Plus account or of a member of your corporate account.
Action
Get faxReturns the details of a single fax record, including its status, direction, sender, destination, page count, duration and cost.
Action
Get outbox faxReturns the details of a fax currently waiting to be sent from the outbox, including its status, recipients, files and send settings.
Action
List contactsReturns the contacts in your Fax.Plus account, optionally filtered by name, fax number, group or note, or looked up by specific contact IDs.
Action
List faxesReturns the fax records in your inbox, sent or spam folder, or a corporate member's, optionally filtered by date, status, number, read state and page count.
Action
List numbersReturns the fax numbers purchased by or assigned to an account, with each number's status, owner, assignees and notification settings.
Action
List outbox faxesReturns the faxes in an account's outbox that have not been sent yet.
Action
Send a FaxSends a fax to one or more numbers, from a document link, previously uploaded files, or an existing fax, and returns the ID of the fax created for each recipient.
Action
Update contactUpdates an existing contact in your Fax.Plus address book and returns the updated contact. Fields left blank keep their current values.
Action
Update faxUpdates a received or sent fax record's comment or shared note, or marks it as read or unread.
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
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Questions
Formitize and Fax.Plus, 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 Fax.Plus when something happens in Formitize?
Any of Fax.Plus's 14 actions, including Send a Fax, Update contact, Update fax and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fax.Plus to Formitize?
Fax.Plus has no triggers in the catalog today, so automations start in Formitize. If you need the other direction, ask: your agent reads Fax.Plus's API documentation and adds it.
Do I have to build a connector for Formitize or Fax.Plus?
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 Fax.Plus 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.