--- title: "Connect Formstack Documents to Field Service Management | Powered by GPS Insight - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Add contact\" in Field Service Management | Powered by GPS Insight." canonical: "https://apiant.ai/connect/formstack-documents-to-field-service-management-powered-by-gps-insight" --- # Connect Formstack Documents to Field Service Management | Powered by GPS Insight When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Add contact** in [Field Service Management | Powered by GPS Insight](https://apiant.ai/connections/field-service-management-powered-by-gps-insight). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Field Service Management | Powered by GPS Insight **14** 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 Field Service Management | Powered by GPS Insight 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 Field Service Management | Powered by GPS Insight - When **New Merged Document** in Formstack Documents then **Add contact** in Field Service Management | Powered by GPS Insight - When **New Merged Document** in Formstack Documents then **Add customer** in Field Service Management | Powered by GPS Insight 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 Field Service Management | Powered by GPS Insight ## Triggers and actions 1 trigger · 29 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 **Add contact** Creates a new contact for a customer, optionally assigning it to the customer's locations. - Action **Add customer** Creates a new customer together with its primary service location and primary contact. - Action **Add estimate** Creates a new estimate in Field Service Management, with optional visits, line items and custom field values. - Action **Add lead** Creates a new lead in Field Service Management, recording who contacted you, how, and from which marketing campaign. - Action **Add location** Creates a new service location for an existing customer. If the customer has no primary location yet, this one becomes primary. - Action **Add payment** Records a payment for a customer, such as a cash, check or externally processed card payment, optionally tied to a work order or estimate. - Action **Add work order** Creates a new work order, optionally with visits, line items and custom field values. - Action **Get customer** Returns one customer by its ID, including billing and default service locations, balances and custom field values. - Action **Get estimate** Returns one estimate by its ID, including its customer, location, line items, visits, status and custom fields. - Action **Get work order** Returns a single work order by its ID, including its customer, location, line items, visits and custom fields. An error occurs if the work order is not found. - Action **List customers** Returns the customers in the account, optionally filtered by name, branch, contact details, custom field value or last modification time. - Action **List invoices** Returns invoices from Field Service Management, optionally filtered by invoice date range, customer or payment status. - Action **List work orders** Returns work orders, optionally narrowed by date range, customer, location, branch, team, category, status or custom field value. - Action **Update customer** Updates an existing customer. Only the fields you fill in are changed; everything else on the customer is left as it is. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Field Service Management | Powered by GPS Insight** Field Service Management powered by GPS Insight supports your organization’s daily workflow.](https://apiant.ai/connections/field-service-management-powered-by-gps-insight) 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 Field Service Management | Powered by GPS Insight - [ **HubSpot to Field Service Management | Powered by GPS Insight** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-field-service-management-powered-by-gps-insight) - [ **Salesforce to Field Service Management | Powered by GPS Insight** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-field-service-management-powered-by-gps-insight) - [ **Slack to Field Service Management | Powered by GPS Insight** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-field-service-management-powered-by-gps-insight) - [ **Google Sheets to Field Service Management | Powered by GPS Insight** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-field-service-management-powered-by-gps-insight) - [ **Gmail to Field Service Management | Powered by GPS Insight** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-field-service-management-powered-by-gps-insight) - [ **Google Calendar to Field Service Management | Powered by GPS Insight** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-field-service-management-powered-by-gps-insight) Questions ## Formstack Documents and Field Service Management | Powered by GPS Insight, 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 Field Service Management | Powered by GPS Insight when something happens in Formstack Documents? Any of Field Service Management | Powered by GPS Insight's 14 actions, including Update customer, Add contact, Add customer and Add estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Field Service Management | Powered by GPS Insight to Formstack Documents? Field Service Management | Powered by GPS Insight has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads Field Service Management | Powered by GPS Insight's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or Field Service Management | Powered by GPS Insight? 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 Field Service Management | Powered by GPS Insight 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.