Integration
Connect Formitize and Magentrix
When New Client fires in Formitize, your agent runs Create Entity Record in Magentrix, or Entity Records Updated in Magentrix 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 Magentrix 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 Magentrix can do together
From Formitize to Magentrix
When New Client in Formitize
then Create Entity Record in Magentrix
From Magentrix to 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 Magentrix
Triggers and actions 5 triggers · 24 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.
- Entity Records Updated
Triggers when a record in the entity of your choice is updated.
- New Document Added
Triggers when a new document is added to the Magentrix document library.
- New Entity Records Added
Triggers when a new record is added to the entity of your choice.
- Create Entity Record
Creates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.
- Delete Entity Record
Deletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.
- Get Entity Record
Returns one record of your chosen Entity Type by its ID.
- Update an Existing File
Updates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.
- Update Entity Record
Updates fields on an existing record of your chosen Entity Type.
- Upload a New File
Uploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.
- Upsert Entity Record
Creates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.
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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Questions
Formitize and Magentrix, 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 Magentrix when something happens in Formitize?
Any of Magentrix's 7 actions, including Create Entity Record, Update an Existing File, Update Entity Record and Upload a New File. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Magentrix to Formitize?
Yes. When something happens in Magentrix, your agent can act in Formitize too. This page covers both directions: Magentrix's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or Magentrix?
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 Magentrix 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.