Integration
Connect Formitize to JobNimbus
When New Client fires in Formitize, your agent runs Add activity in JobNimbus. 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 JobNimbus 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 JobNimbus
When New Client in Formitize
then Add activity in JobNimbus
When On Create Job in Formitize
then List activities in JobNimbus
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 JobNimbus
Triggers and actions 2 triggers · 20 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 activityCreates an activity (such as a note) on a contact or job in JobNimbus.
Action
List activitiesReturns activities (notes and other logged events) from your JobNimbus account, optionally filtered by record, creator or activity type.
Action
List productsReturns the products in your JobNimbus catalog with their units of measure, pricing and suppliers.
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 JobNimbus
HubSpot to JobNimbusHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to JobNimbusSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to JobNimbusSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to JobNimbusGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to JobNimbusGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to JobNimbusGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Formitize and JobNimbus, 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 JobNimbus when something happens in Formitize?
Any of JobNimbus's 3 actions, including Add activity, List activities and List products. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from JobNimbus to Formitize?
JobNimbus has no triggers in the catalog today, so automations start in Formitize. If you need the other direction, ask: your agent reads JobNimbus's API documentation and adds it.
Do I have to build a connector for Formitize or JobNimbus?
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 JobNimbus 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.