Integration
Connect Formitize and Knack
When New Client fires in Formitize, your agent runs Create Record in Knack, or New View Record in Knack to Create Client in Formitize. 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 Knack 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 and Knack can do together
From Formitize to Knack
When New Client in Formitize
then Create Record in Knack
When On Create Job in Formitize
then Create View Record in Knack
From Knack to Formitize
When New View Record in Knack
then Create Client in Formitize
When New View Record in Knack
then Update Client in Formitize
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 Knack
Triggers and actions 3 triggers · 28 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.
Trigger
New View RecordFires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record.
Action
Create RecordAdd a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1).
Action
Create View Recordcreate a record through a view, including inserting a connected record (view-based)
Action
Delete RecordDelete a record from a Knack object by ID.
Action
Delete View Recorddelete a record through a view (view-based)
Action
Get RecordRetrieve a single record by ID from a Knack object.
Action
Get View RecordRetrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record.
Action
List RecordsRetrieve records from a Knack object, with optional paging and filters.
Action
List View Recordsretrieve records through a view (view-based, applies view permissions/filters)
Action
Update RecordUpdate an existing record in a Knack object by ID.
Action
Update View Recordupdate a record through a view (view-based)
Action
Upload File or Imageupload a file or image asset to associate with a record field
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 Knack
ActiveCampaign to KnackActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to KnackAsana is a collaborative information manager for workspace.
JIRA to KnackAtlassian JIRA Cloud — issue tracking and project management.
SendGrid to KnackSendGrid by Twilio — email delivery and marketing platform.
JotForm to KnackJotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...
Capsule CRM to KnackCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
Questions
Formitize and Knack, 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 Knack when something happens in Formitize?
Any of Knack's 11 actions, including Create Record, Create View Record, Update Record and Update View Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Knack to Formitize?
Yes. When something happens in Knack, your agent can act in Formitize too. This page covers both directions: Knack's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or Knack?
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 Knack 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.