Integration
Connect Formitize and Skyvern
When New Client fires in Formitize, your agent runs Create and Run a Task in Skyvern, or New or Updated Skyvern Workflow in Skyvern 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 Skyvern 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 Skyvern can do together
From Formitize to Skyvern
When New Client in Formitize
then Create and Run a Task in Skyvern
When On Create Job in Formitize
then Create and Run Task V2 in Skyvern
From Skyvern to Formitize
When New or Updated Skyvern Workflow in Skyvern
then Create Client in Formitize
When New or Updated Skyvern Workflow in Skyvern
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 Skyvern
Triggers and actions 3 triggers · 32 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 or Updated Skyvern WorkflowTriggers when a Skyvern workflow (agent) is created or a new version of it is saved.
Action
Add browser sessionCreates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.
Action
Add credentialCreates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.
Action
Add workflowCreates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.
Action
Cancel runCancels a running Skyvern task run or workflow run by its id.
Action
Create and Run a TaskStarts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.
Action
Create and Run Task V2Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.
Action
Delete workflowDeletes a Skyvern workflow (agent) by its ID.
Action
Get a Browser SessionReturns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.
Action
Get a TaskReturns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.
Action
Get a Task V2Returns the status, output, recording and screenshots of a Skyvern task run.
Action
Get a WorkflowReturns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.
Action
List credentialsReturns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.
Action
List runsReturns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.
Action
List workflowsReturns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.
Action
Run a WorkflowStarts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.
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 Skyvern
HubSpot to SkyvernHubSpot is your all-in-one stop for all of your marketing software needs.
CentralStationCRM to SkyvernCentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you...
Cliniko to SkyvernCliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...
Salesforce to SkyvernSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SkyvernGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SkyvernGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Formitize and Skyvern, 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 Skyvern when something happens in Formitize?
Any of Skyvern's 15 actions, including Create and Run a Task, Create and Run Task V2, Add browser session and Add credential. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Skyvern to Formitize?
Yes. When something happens in Skyvern, your agent can act in Formitize too. This page covers both directions: Skyvern's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or Skyvern?
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 Skyvern 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.