--- title: "Connect Formsite to LeadExec - APIANT.ai" description: "When \"New Form Result\" fires in Formsite, your agent runs \"Add order\" in LeadExec." canonical: "https://apiant.ai/connect/formsite-to-leadexec" --- # Connect Formsite to LeadExec When **New Form Result** fires in [Formsite](https://apiant.ai/connections/formsite), your agent runs **Add order** in [LeadExec](https://apiant.ai/connections/leadexec). Describe the whole flow and it is built, tested on every scenario and kept running. Formsite **1** trigger Formsite **4** actions LeadExec **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Formsite and LeadExec to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Formsite can start in LeadExec - When **New Form Result** in Formsite then **Add order** in LeadExec - When **New Form Result** in Formsite then **List lead types** in LeadExec 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 Formsite and LeadExec ## Triggers and actions 1 trigger · 11 actions - Trigger **New Form Result** Triggers when a new result is submitted to the chosen Formsite form. - Action **Find Form Results** Returns results submitted to a Formsite form, optionally filtered by submission date or result ID and sorted. - Action **Get Form** Returns one Formsite form's name, description, open/closed state, share link and result count. - Action **List Form Items** Returns the questions on a Formsite form with their item IDs, positions and labels, used to label result answers. - Action **List Forms** Returns all forms in your Formsite account, with each form's name, directory, open/closed state and result count. - Action **Add client** Creates a new client record in LeadExec, including its client field values. - Action **Add delivery account** Creates a new delivery account for a LeadExec client, setting its delivery method, price, lead caps, status and offer details. - Action **Add order** Creates a new lead order for a client, with its start and end dates, renewal option and ordered items. - Action **List delivery accounts** Returns all delivery accounts for a LeadExec client, including pricing, lead caps, status, criteria and delivery method details. - Action **List lead types** Returns every lead type set up in your LeadExec account. - Action **List orders** Returns client orders in LeadExec, optionally narrowed to one order, a client, an order status, or orders starting on or after a date. - Action **Update client** Updates an existing LeadExec client record, including its status, assignments, portal login and client field values. ## Each app on its own - [ **Formsite** Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or...](https://apiant.ai/connections/formsite) - [ **LeadExec** LeadExec provides centralized lead distribution.](https://apiant.ai/connections/leadexec) Reviews ## What our customers say ## More from Formsite - [ **Formsite to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/formsite-to-hubspot) - [ **Formsite to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/formsite-to-salesforce) - [ **Formsite to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/formsite-to-slack) - [ **Formsite to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/formsite-to-google-sheets) - [ **Formsite to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/formsite-to-gmail) - [ **Formsite to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/formsite-to-google-calendar) ## More into LeadExec - [ **HubSpot to LeadExec** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadexec) - [ **Salesforce to LeadExec** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadexec) - [ **Slack to LeadExec** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadexec) - [ **Google Sheets to LeadExec** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-leadexec) - [ **Gmail to LeadExec** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadexec) - [ **Google Calendar to LeadExec** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadexec) Questions ## Formsite and LeadExec, answered ### ### What can start an automation from Formsite? Any of Formsite's 1 trigger in the catalog, including New Form Result. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LeadExec when something happens in Formsite? Any of LeadExec's 7 actions, including Update client, Add client, Add delivery account and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadExec to Formsite? LeadExec has no triggers in the catalog today, so automations start in Formsite. If you need the other direction, ask: your agent reads LeadExec's API documentation and adds it. ### ### Do I have to build a connector for Formsite or LeadExec? 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 Formsite and LeadExec 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.