--- title: "Connect Formsite to Refiner - APIANT.ai" description: "When \"New Form Result\" fires in Formsite, your agent runs \"Get contact\" in Refiner." canonical: "https://apiant.ai/connect/formsite-to-refiner" --- # Connect Formsite to Refiner When **New Form Result** fires in [Formsite](https://apiant.ai/connections/formsite), your agent runs **Get contact** in [Refiner](https://apiant.ai/connections/refiner). Describe the whole flow and it is built, tested on every scenario and kept running. Formsite **1** trigger Formsite **4** actions Refiner **6** 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 Refiner 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 Refiner - When **New Form Result** in Formsite then **Get contact** in Refiner - When **New Form Result** in Formsite then **List contacts** in Refiner 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 Refiner ## Triggers and actions 1 trigger · 10 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 **Delete contact** Deletes a contact from your Refiner project, identified by user ID, email or Refiner UUID. Deleting a contact also removes their survey responses. - Action **Get contact** Fetches all data on record for a specific contact. - Action **Identify User** Creates a contact in Refiner, or updates the traits of an existing one, identified by user ID or email. Optionally groups the user under an account. - Action **List contacts** Returns all contacts on record in the Refiner project. - Action **List segments** Lists the user segments in your Refiner environment, ordered by name. - Action **Track Event** Tracks a named event for a Refiner user identified by user ID or email. Creates the user if none matches. ## 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) - [ **Refiner** Refiner is a customer survey tool for data driven SaaS teams.](https://apiant.ai/connections/refiner) 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 Refiner - [ **lemlist to Refiner** lemlist is an outreach email platform with personalized images and videos.](https://apiant.ai/connect/lemlist-to-refiner) - [ **HubSpot to Refiner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-refiner) - [ **Salesforce to Refiner** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-refiner) - [ **Slack to Refiner** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-refiner) - [ **Google Sheets to Refiner** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-refiner) - [ **Gmail to Refiner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-refiner) Questions ## Formsite and Refiner, 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 Refiner when something happens in Formsite? Any of Refiner's 6 actions, including Get contact, Identify User, List contacts and List segments. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Refiner to Formsite? Refiner has no triggers in the catalog today, so automations start in Formsite. If you need the other direction, ask: your agent reads Refiner's API documentation and adds it. ### ### Do I have to build a connector for Formsite or Refiner? 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 Refiner 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.