--- title: "Connect Formstack Documents to Everfit - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Assign Client to Group\" in Everfit." canonical: "https://apiant.ai/connect/formstack-documents-to-everfit" --- # Connect Formstack Documents to Everfit When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Assign Client to Group** in [Everfit](https://apiant.ai/connections/everfit). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Everfit **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Formstack Documents and Everfit 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 Formstack Documents can start in Everfit - When **New Merged Document** in Formstack Documents then **Assign Client to Group** in Everfit - When **New Merged Document** in Formstack Documents then **Assign Client to Studio Program** in Everfit 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 Formstack Documents and Everfit ## Triggers and actions 1 trigger · 41 actions - Trigger **New Merged Document** Triggers when a merged/populated document is created. - Action **Combine Files** Joins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file. - Action **Convert File to PDF** Turns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF. - Action **Copy Document** Makes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields. - Action **Create Data Route** Creates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to. - Action **Create Data Route Merge** Sends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response. - Action **Create Document** Creates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it. - Action **Delete Data Route** Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted. - Action **Delete Document** Deletes a document template from Formstack Documents. - Action **Get Data Route** Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to. - Action **Get Document** Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML. - Action **Get Document Fields** Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it. - Action **List Data Routes** Returns your Formstack Documents data routes, each with its name, key and the URL to send data to. - Action **List Documents** Returns your Formstack Documents templates, each with its name, type, output format and merge URL. - Action **Update Data Route** Updates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is. - Action **Update Document** Updates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed. - Action **Assign Client to Group** Adds a client to a client group. - Action **Assign Client to Studio Program** Gives a client access to a studio program, which they can start any time. - Action **Assign Client to Workout Collection** Gives a client access to an on-demand workout collection. - Action **Get Assigned Client List of Resource Collection** Returns the clients assigned to a resource collection. - Action **Get Assigned Program of Client** Returns the programs assigned to a client, including each program instance ID needed to unassign it. - Action **Get Assigned Studio Program List of Client** Returns the studio programs assigned to a client, one page at a time. - Action **Get Assigned Workout Collection List of Client** Returns the on-demand workout collections assigned to a client, one page at a time. - Action **Get Autoflow List** Returns the autoflows in your Everfit library, with their type, length and client counts. - Action **Get Client's Detailed Information** Returns a client's details: name, email, archived status and trainer name. - Action **Get Client's ID** Returns the ID of the client with the given email address. - Action **Get Client's Last Activity** Returns the date and time of a client's last activity in Everfit. - Action **Get Coach ID by Email** Returns the ID of the coach in your workspace with the given email address. - Action **Get Forum List** Returns the community forums in your Everfit workspace. - Action **Get Group List** Returns the client groups in your Everfit workspace, with each group's ID and name. - Action **Get Participant List of Forum** Returns the members of a community forum. - Action **Get Program List** Returns the programs in your Everfit library. - Action **Get Resource Collection List** Returns the resource collections in your Everfit workspace, one page at a time. - Action **Get Studio Program List** Returns the studio programs in your Everfit workspace, one page at a time, optionally only published ones. - Action **Get Workout Collection List** Returns the on-demand workout collections in your Everfit workspace, one page at a time. - Action **Register Client by Public Invite Link** Registers a client account in your workspace with a password and assigns them to a coach. Returns the new client. - Action **Search Client by Email** Finds every client matching an email address and returns each one's ID and name. - Action **Unarchive Client** Reactivates an archived client so they can resume training. - Action **Unassign Client From Group** Removes a client from a client group. - Action **Unassign Client From Program** Unassigns one assigned program from a client; its workouts from today onward are removed from the client's calendar. Use Get Assigned Program of Client for the instance ID. - Action **Unassign Client From Studio Program** Removes a client's access to a studio program. - Action **Unassign Client From Workout Collection** Removes a client's access to an on-demand workout collection. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Everfit** Everfit is a personal training management platform that helps to train clients anywhere in the world with...](https://apiant.ai/connections/everfit) Reviews ## What our customers say ## More from Formstack Documents - [ **Formstack Documents to Adyntel** Ad intelligence API that finds which LinkedIn, Google, and Meta ads a target company is running.](https://apiant.ai/connect/formstack-documents-to-adyntel) - [ **Formstack Documents to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/formstack-documents-to-hubspot) - [ **Formstack Documents to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/formstack-documents-to-salesforce) - [ **Formstack Documents to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/formstack-documents-to-slack) - [ **Formstack Documents to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/formstack-documents-to-google-sheets) - [ **Formstack Documents to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/formstack-documents-to-gmail) ## More into Everfit - [ **HubSpot to Everfit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-everfit) - [ **Salesforce to Everfit** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-everfit) - [ **Slack to Everfit** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-everfit) - [ **Google Sheets to Everfit** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-everfit) - [ **Gmail to Everfit** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-everfit) - [ **Google Calendar to Everfit** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-everfit) Questions ## Formstack Documents and Everfit, answered ### ### What can start an automation from Formstack Documents? Any of Formstack Documents's 1 trigger in the catalog, including New Merged Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Everfit when something happens in Formstack Documents? Any of Everfit's 26 actions, including Assign Client to Group, Assign Client to Studio Program, Assign Client to Workout Collection and Get Assigned Client List of Resource Collection. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Everfit to Formstack Documents? Everfit has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads Everfit's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or Everfit? 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 Formstack Documents and Everfit 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.