Integration
Connect Formitize and Urable
When New Client fires in Formitize, your agent runs Update/Create Customer in Urable, or Completed Job in Urable to Create Job 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 Urable 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 Urable can do together
From Formitize to Urable
When New Client in Formitize
then Update/Create Customer in Urable
From Urable 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 Urable
Triggers and actions 11 triggers · 19 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.
- Completed Job
Triggers when a job in Urable is marked completed.
- Fulfilled Order
Triggers when an order in Urable is marked fulfilled.
- New Customer
Triggers when a new customer is added in Urable.
- New Event
Triggers when a new event (meeting, consultation, reminder, time off, etc.) is created in Urable.
- New Job
Triggers when a new job is created in Urable.
- New or Updated Customer
Triggers when a customer is added or an existing customer's details change in Urable.
- New or Updated Event
Triggers when an event (meeting, consultation, reminder, time off and so on) is created or modified in Urable.
- New or Updated Job
Triggers when a job is created or updated in Urable.
- Paid Order
Triggers when an order in Urable is marked paid, newest paid first.
- List customers
Returns the customers in your Urable account, optionally only those matching an email address.
- Update/Create Customer
Updates an existing Urable customer when a Customer ID is given, otherwise creates a new customer. Returns the customer's id.
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 Urable
Questions
Formitize and Urable, 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 Urable when something happens in Formitize?
Any of Urable's 2 actions, including Update/Create Customer and List customers. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Urable to Formitize?
Yes. When something happens in Urable, your agent can act in Formitize too. This page covers both directions: Urable's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or Urable?
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 Urable 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.