Integration
Connect Formitize and Membrain
When New Client fires in Formitize, your agent runs Create Completed Task in Membrain, or Account Growth Project Created in Membrain 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 Membrain 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 Membrain can do together
From Formitize to Membrain
When New Client in Formitize
then Create Completed Task in Membrain
From Membrain 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 Membrain
Triggers and actions 24 triggers · 57 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.
- Account Growth Project Archived
Triggers when a Account Growth Project reaches status Archived.
- Account Growth Project Created
Triggers when a new Account Growth Project is created.
- Account Growth Project Moved to Stage
Triggers when a Account Growth Project moves to a different stage of its process.
- Account Growth Project Won
Triggers when a Account Growth Project reaches status Won.
- Activity Created
Triggers when a new Activity (email, call, note, appointment or task) is created in Membrain.
- Company Created
Triggers when a new Company is created.
- Contact Created
Triggers when a new Contact is created.
- Flow Archived
Triggers when a Flow reaches status Archived.
- Flow Created
Triggers when a new Flow is created.
- Flow Moved to Stage
Triggers when a Flow moves to a different stage of its process.
- Flow Won
Triggers when a Flow reaches status Won.
- Prospect Created
Triggers when a new Prospect is created.
- Prospect Disqualified
Triggers when a Prospect reaches status Disqualified.
- Prospect Won
Triggers when a Prospect reaches status Qualified.
- Sales Project Archived
Triggers when a Sales Project reaches status Archived.
- Sales Project Created
Triggers when a new Sales Project is created.
- Sales Project Moved to Stage
Triggers when a Sales Project moves to a different stage of its process.
- Sales Project Won
Triggers when a Sales Project reaches status Won.
- Ticket Archived
Triggers when a Ticket reaches status Archived.
- Ticket Created
Triggers when a new Ticket is created.
- Ticket Moved to Stage
Triggers when a Ticket moves to a different stage of its process.
- Ticket Resolved
Triggers when a Ticket reaches status Resolved.
- Create Account Growth Project
Creates a new Account Growth Project in Membrain.
- Create Appointment
Creates an Appointment in Membrain.
- Create Call
Logs a Call in Membrain.
- Create Company
Creates a new Company in Membrain.
- Create Completed Task
Creates a Task in Membrain and marks it completed, so it shows as done in the activity stream.
- Create Contact
Creates a new Contact in Membrain.
- Create Flow
Creates a new Flow in Membrain.
- Create Note
Creates a Note in Membrain.
- Create Prospect
Creates a new Prospect in Membrain.
- Create Sales Project
Creates a new Sales Project in Membrain.
- Create Task
Creates a Task in Membrain.
- Create Ticket
Creates a new Ticket in Membrain.
- Find Account Growth Project by Id
Returns one Account Growth Project by its Id.
- Find Account Growth Project by Key
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Account Growth Project by Name
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Company by External Identifier
Finds the first Company matching the given value; returns found=false when there is none.
- Find Company by Id
Returns one Company by its Id.
- Find Company by Name
Finds the first Company matching the given value; returns found=false when there is none.
- Find Contact by Company Name and Name
Finds the first Contact with the given full name.
- Find Contact by Id
Returns one Contact by its Id.
- Find Contact by Primary Email Address
Finds the first Contact matching the given value; returns found=false when there is none.
- Find Flow by Id
Returns one Flow by its Id.
- Find Flow by Key
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Flow by Name
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Prospect by Id
Returns one Prospect by its Id.
- Find Prospect by Key
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Prospect by Name
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Sales Project by Id
Returns one Sales Project by its Id.
- Find Sales Project by Key
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Sales Project by Name
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Ticket by Id
Returns one Ticket by its Id.
- Find Ticket by Key
Finds the first Ticket matching the given value; returns found=false when there is none.
- Find Ticket by Name
Finds the first Ticket matching the given value; returns found=false when there is none.
- Update Account Growth Project
Updates an existing Account Growth Project in Membrain.
- Update Company
Updates an existing Company in Membrain.
- Update Contact
Updates an existing Contact in Membrain.
- Update Flow
Updates an existing Flow in Membrain.
- Update Prospect
Updates an existing Prospect in Membrain.
- Update Sales Project
Updates an existing Sales Project in Membrain.
- Update Ticket
Updates an existing Ticket in Membrain.
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
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Questions
Formitize and Membrain, 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 Membrain when something happens in Formitize?
Any of Membrain's 40 actions, including Create Account Growth Project, Create Appointment, Create Call and Create Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Membrain to Formitize?
Yes. When something happens in Membrain, your agent can act in Formitize too. This page covers both directions: Membrain's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or Membrain?
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 Membrain 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.