Integration
Connect Formitize and Watermelon
When New Client fires in Formitize, your agent runs Add Contact in Watermelon, or New Contact in Watermelon 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 Watermelon 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 Watermelon can do together
From Formitize to Watermelon
When New Client in Formitize
then Add Contact in Watermelon
From Watermelon 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 Watermelon
Triggers and actions 8 triggers · 25 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.
- Archive Conversation
Triggers when a Watermelon conversation is archived.
- Handover Conversation Agent
Triggers when a Watermelon conversation is handed over to a human agent (its assigned agent changes).
- Handover Conversation Team
Triggers when a Watermelon conversation is handed over to a team (its assigned team changes).
- New Contact
Triggers when a new contact is added in Watermelon.
- New Conversation
Triggers when a new conversation starts in Watermelon.
- Updated Contact
Triggers when a Watermelon contact is created or updated.
- Add Contact
Creates a new contact in Watermelon and returns its ID.
- Find Contact
Returns a Watermelon contact by its ID.
- Find Conversation
Returns a Watermelon conversation by its ID.
- Get conversation
Returns a single conversation by its ID, including its messages, tags, channel and status.
- Get message
Returns a single message by its ID, including its text, type, conversation and read status.
- Search Contacts
Searches Watermelon contacts for a value such as a name, email or phone number and returns the matches.
- Sends a Message
Sends a message in a Watermelon conversation, or starts a new conversation when no conversation ID is given, and returns the message ID.
- Updates an Existing Contact
Updates an existing Watermelon contact's name, email or phone number.
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 Watermelon
Questions
Formitize and Watermelon, 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 Watermelon when something happens in Formitize?
Any of Watermelon's 8 actions, including Add Contact, Find Contact, Find Conversation and Get conversation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Watermelon to Formitize?
Yes. When something happens in Watermelon, your agent can act in Formitize too. This page covers both directions: Watermelon's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or Watermelon?
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 Watermelon 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.