Integration
Connect Formitize to Surefire Local Platform
When New Client fires in Formitize, your agent runs Add client in Surefire Local Platform. 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 Surefire Local Platform 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 Surefire Local Platform
When New Client in Formitize
then Add client in Surefire Local Platform
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 Surefire Local Platform
Triggers and actions 2 triggers · 34 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.
- Add backlink
Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced.
- Add client
Creates a new client in Surefire Local with its business contact details and enabled services.
- Add group
Creates a new group in Surefire from an existing client, recording the user who created it.
- Add message
Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft.
- Add order
Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing.
- Add review comment
Adds a reply comment to a Yext review for a location.
- Create Lead
Creates a lead (customer contact) for a client location in Surefire Local.
- Get message
Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as.
- List backlinks
Returns all the saved backlinks of a client, with each backlink's source, link and referenced date.
- List groups
Returns the client groups in the account, optionally filtered by national client or group client.
- List leads activity
Returns the lead activity (calls, chats, form fills and other lead events) recorded for a location, optionally filtered by date range, status, activity type, channel and tags.
- List orders
Returns the orders placed for a client.
- List tags
Returns all tags defined for a Surefire location.
- List users
Returns the list of active users, optionally filtered to one client.
- List Yext reviews
Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range.
- Update client
Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed.
- Update message
Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire.
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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More into Surefire Local Platform
Questions
Formitize and Surefire Local Platform, 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 Surefire Local Platform when something happens in Formitize?
Any of Surefire Local Platform's 17 actions, including Create Lead, Update client, Update message and Add backlink. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Surefire Local Platform to Formitize?
Surefire Local Platform has no triggers in the catalog today, so automations start in Formitize. If you need the other direction, ask: your agent reads Surefire Local Platform's API documentation and adds it.
Do I have to build a connector for Formitize or Surefire Local Platform?
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 Surefire Local Platform 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.