Integration
Connect Formitize to Red Spot Interactive
When New Client fires in Formitize, your agent runs Add appointment in Red Spot Interactive. 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 Red Spot Interactive 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 Red Spot Interactive
When New Client in Formitize
then Add appointment in Red Spot Interactive
When On Create Job in Formitize
then Get appointment in Red Spot Interactive
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 Red Spot Interactive
Triggers and actions 2 triggers · 26 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 appointmentBooks an open appointment slot for a patient at the practice and returns the new appointment's id.
Action
Add patientCreates a patient record in the practice's scheduling system and returns the new patient's id, which can be used right away to book an appointment.
Action
Find patientsReturns the patient records that match the first name, last name, date of birth, phone or last-updated filters you provide.
Action
Find slotsReturns the open appointment slots for a visit type and procedure at a location, either the nearest available times or those on the days you specify.
Action
Get appointmentReturns one appointment with its time, status, patient, provider, location, visit type and procedure. An error occurs if the appointment is not found.
Action
List locationsReturns all of the practice's active locations shown for online scheduling, with their names and addresses.
Action
List proceduresReturns the practice's active procedures shown for online scheduling, with each procedure's id and patient-facing name.
Action
List providersReturns the practice's active providers shown for online scheduling, optionally only those practicing at one location.
Action
List visit typesReturns all of the practice's visit types, such as new patient or established patient.
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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What our customers say
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Questions
Formitize and Red Spot Interactive, 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 Red Spot Interactive when something happens in Formitize?
Any of Red Spot Interactive's 9 actions, including Add appointment, Add patient, Find patients and Find slots. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Red Spot Interactive to Formitize?
Red Spot Interactive has no triggers in the catalog today, so automations start in Formitize. If you need the other direction, ask: your agent reads Red Spot Interactive's API documentation and adds it.
Do I have to build a connector for Formitize or Red Spot Interactive?
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 Red Spot Interactive 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.