Integration
Connect Formitize and Supernotes
When New Client fires in Formitize, your agent runs Add card in Supernotes, or New card in Supernotes 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 Supernotes 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 Supernotes can do together
From Formitize to Supernotes
When New Client in Formitize
then Add card in Supernotes
When On Create Job in Formitize
then Add comment in Supernotes
From Supernotes to Formitize
When New card in Supernotes
then Create Client in Formitize
When New card in Supernotes
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 Supernotes
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 cardFires when a card is created in Supernotes. Supernotes also delivers edit events to the same webhook; those are ignored here.
Action
Add cardCreate a new card (note).
Action
Add collectionCreate a new collection.
Action
Add commentPost a new comment on a card.
Action
Delete cardDelete a card for everyone.
Action
Delete collectionDeletes the specified Supernotes collection.
Action
Delete commentDelete a comment by id.
Action
Find cardsReturns the cards whose name or content match the specified search text, optionally narrowed by parent, dates, statuses and filters.
Action
Get cardGet a single Supernotes card by its id, including its content, your membership details, backlinks and parents.
Action
Get collectionRetrieve a single collection by id.
Action
List collectionsLists all collections owned by the connected Supernotes user.
Action
List commentsGet all comments for the specified card.
Action
List tagsLists every tag known to the connected Supernotes user.
Action
Update cardUpdate fields (name, markdown, members etc) on one or more cards.
Action
Update collectionUpdate an existing Supernotes collection's definition, view settings or position.
Action
Update commentUpdate the text of an existing comment on a Supernotes card.
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 Supernotes, 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 Supernotes when something happens in Formitize?
Any of Supernotes's 15 actions, including Update card, Update collection, Update comment and Add card. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Supernotes to Formitize?
Yes. When something happens in Supernotes, your agent can act in Formitize too. This page covers both directions: Supernotes's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or Supernotes?
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 Supernotes 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.