--- title: "Connect Formstack Documents and Files.com - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Add User to Group\" in Files.com." canonical: "https://apiant.ai/connect/formstack-documents-to-files-com" --- # Connect Formstack Documents and Files.com When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Add User to Group** in [Files.com](https://apiant.ai/connections/files-com), or **Automation Run Completed** in Files.com to **Create Document** in Formstack Documents. Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Files.com **7** triggers Files.com **16** 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 Files.com 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 and Files.com can do together ### From Formstack Documents to Files.com - When **New Merged Document** in Formstack Documents then **Add User to Group** in Files.com - When **New Merged Document** in Formstack Documents then **Update User** in Files.com ### From Files.com to Formstack Documents - When **Automation Run Completed** in Files.com then **Create Document** in Formstack Documents - When **Group Created** in Files.com then **Update Document** in Formstack Documents 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 Files.com ## Triggers and actions 8 triggers · 31 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. - Trigger **Automation Run Completed** Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes. - Trigger **File Deleted** Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it. - Trigger **Group Created** Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions. - Trigger **New File or Folder Created** Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it. - Trigger **New File Uploaded** Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time. - Trigger **Share Link Created** Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires. - Trigger **User Created** Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions. - Action **Add User to Group** Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username. - Action **Copy File** Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background. - Action **Create Folder** Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details. - Action **Create Group** Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID. - Action **Create Share Link** Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address. - Action **Delete File** Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option. - Action **Delete Folder** Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it. - Action **Delete Group** Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed. - Action **Delete User** Deletes a user from Files.com by their ID, removing their access to the site. - Action **Download File** Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file. - Action **List Folder Contents** Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time. - Action **Move File** Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards. - Action **Remove User from Group** Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it. - Action **Run Automation** Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background. - Action **Update User** Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values. - Action **Upload File** Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Files.com** Files.com is Smart Cloud Storage for modern teams.](https://apiant.ai/connections/files-com) Reviews ## What our customers say ## More from Formstack Documents - [ **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) - [ **Formstack Documents to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/formstack-documents-to-google-calendar) ## More into Files.com - [ **ActiveCampaign to Files.com** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-files-com) - [ **Airtable to Files.com** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-files-com) - [ **Asana to Files.com** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-files-com) - [ **ClickUp to Files.com** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-files-com) - [ **Discord to Files.com** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-files-com) - [ **Brevo to Files.com** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-files-com) Questions ## Formstack Documents and Files.com, 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 Files.com when something happens in Formstack Documents? Any of Files.com's 16 actions, including Create Folder, Create Group, Create Share Link and Update User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Files.com to Formstack Documents? Yes. When something happens in Files.com, your agent can act in Formstack Documents too. This page covers both directions: Files.com's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or Files.com? 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 Files.com 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.