Integration
Connect Formitize and SOS Inventory
When New Client fires in Formitize, your agent runs Add invoice in SOS Inventory, or New Customer in SOS Inventory 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 SOS Inventory 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 SOS Inventory can do together
From Formitize to SOS Inventory
When New Client in Formitize
then Add invoice in SOS Inventory
From SOS Inventory 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 SOS Inventory
Triggers and actions 12 triggers · 42 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.
- New Customer
Triggers when a new customer is created.
- New Estimate
- New Invoice
Triggers when a new invoice is created.
- New Item
- New Purchase Order
Triggers when a new purchase order is created.
- New Sales Order
Triggers when a new sales order is created.
- New Sales Receipt
Triggers when a new sales receipt is created.
- New Shipment
Triggers when a new shipment is created.
- New Vendor
- Updated Item Quantity
Triggers when an item quantity is updated.
- Add estimate
/api/v2/estimate. Creates an estimate.
- Add inventory adjustment
/api/v2/adjustment. Creates an inventory adjustment.
- Add invoice
/api/v2/invoice. Creates an invoice.
- Add item
/api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.).
- Add purchase order
/api/v2/purchaseorder. Creates a purchase order.
- Add transfer
/api/v2/transfer. Creates an inventory transfer between locations.
- Add vendor
/api/v2/vendor. Creates a vendor.
- Create Customer
Creates a new customer
- Create Sales Order
Creates a new sales order
- Create Sales Receipt
Creates a new sales receipt
- Find Customer
Finds a customer
- Find Sales Order
Finds a sales order
- Find vendors
/api/v2/vendor with query filters. Searches vendors.
- Get customer
/api/v2/customer/{id}. Retrieves one customer by id.
- Get estimate
Returns one estimate by id, including its lines and custom fields.
- Get inventory adjustment
Returns one inventory adjustment by id, including its lines.
- Get invoice
Returns one invoice by id.
- Get item
/api/v2/item/{id}. Retrieves one item by id.
- Get purchase order
Returns one purchase order by id.
- Get sales order
/api/v2/salesorder/{id}. Retrieves one sales order.
- Get sales receipt
Returns one sales receipt by id, including its lines and custom fields.
- Get transfer
Retrieves a single inventory transfer by id, including its from/to locations and lines.
- List items
/api/v2/item. Lists items with query filters and paging.
- Update customer
/api/v2/customer/{id}. Updates a customer; requires syncToken.
- Update sales order
/api/v2/salesorder/{id}. Updates a sales order; requires syncToken.
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 SOS Inventory
Questions
Formitize and SOS Inventory, 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 SOS Inventory when something happens in Formitize?
Any of SOS Inventory's 25 actions, including Create Customer, Create Sales Order, Create Sales Receipt and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SOS Inventory to Formitize?
Yes. When something happens in SOS Inventory, your agent can act in Formitize too. This page covers both directions: SOS Inventory's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or SOS Inventory?
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 SOS Inventory 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.