Integration
Connect Formitize to InfoLobby
When New Client fires in Formitize, your agent runs Add Task in InfoLobby. 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 InfoLobby 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 InfoLobby
When New Client in Formitize
then Add Task in InfoLobby
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 InfoLobby
Triggers and actions 2 triggers · 31 actions
- New Client
Triggers when a new client is added.
- On Create Job
Triggers when a new job is created.
- Create Asset
Creates an asset of an asset type.
- Create Client
Creates a client with a billing name and optional primary contact and address.
- Create Job
Creates a job and optionally assigns it to an agent.
- Delete Asset
Deletes an asset.
- Delete Job
Deletes a job.
- Get Asset
Returns one asset.
- Get Client
Returns one client with its contacts and locations.
- Get Submitted Form
Returns one submitted form with its answers and attachments.
- List Assets
Returns assets of one asset type.
- List Asset Types
Returns the account's asset types and their columns.
- List Clients
Returns a page of clients with their billing name, primary contact, address and status.
- List Form Templates
Returns the account's form templates.
- List Jobs
Returns jobs, optionally filtered by status or assigned agent.
- List Lookup Databases
Returns the account's lookup databases.
- List Notifications
Returns notifications, open or completed.
- List Submitted Forms
Returns submitted forms, optionally filtered by form template, status, text or modified date.
- Update Client
Updates a client's billing name, primary contact or address.
- Add File
Uploads a file (base64 content) and appends it to a file field on an InfoLobby record. Existing attachments on the field are kept.
- Add Table
Create a new table in a space.
- Add Task
Creates a task attached to a record in an InfoLobby table.
- Create Comment
Posts a comment on an InfoLobby record, optionally with file attachments and without notifying the record's followers.
- Create Record
Creates a new record in an InfoLobby table.
- Delete a Record
Deletes a record from an InfoLobby table.
- Delete File
Removes one attachment from a file field on a record. Other attachments on the field and on other file fields are untouched.
- Filter Table Records
Returns the records in an InfoLobby table that match the given filters, search term or saved view.
- Get Record
Fetches a record by ID from an InfoLobby table. An error occurs if the record is not found.
- Get Table
Returns a table's metadata and its field definitions (schema).
- List Spaces
Lists every workspace (space) the connected API key has access to.
- List Tables
Returns all tables in an InfoLobby workspace (space).
- Query Table Records
Query and filter the records of an InfoLobby table, returning one page of up to 100 matching rows.
- Update a Record
Updates an existing record in an InfoLobby table by ID. Only the fields you supply are changed.
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
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More into InfoLobby
Questions
Formitize and InfoLobby, 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 InfoLobby when something happens in Formitize?
Any of InfoLobby's 14 actions, including Create Comment, Create Record, Update a Record and Add File. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InfoLobby to Formitize?
InfoLobby has no triggers in the catalog today, so automations start in Formitize. If you need the other direction, ask: your agent reads InfoLobby's API documentation and adds it.
Do I have to build a connector for Formitize or InfoLobby?
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 InfoLobby 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.