Integration
Connect Formstack Documents and G2 Crowd
When New Merged Document fires in Formstack Documents, your agent runs Get Current User in G2 Crowd, or New Review in G2 Crowd to Create Document in Formstack Documents. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Formstack Documents and G2 Crowd to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Formstack Documents and G2 Crowd can do together
From Formstack Documents to G2 Crowd
When New Merged Document in Formstack Documents
then Get Current User in G2 Crowd
From G2 Crowd to 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 G2 Crowd
Triggers and actions 3 triggers · 32 actions
- New Merged Document
Triggers when a merged/populated document is created.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Delete Data Route
Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
- Delete Document
Deletes a document template from Formstack Documents.
- 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.
- 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.
- 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.
- List Data Routes
Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.
- List Documents
Returns your Formstack Documents templates, each with its name, type, output format and merge URL.
- 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.
- 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.
- New Review
Triggers when a new review is published for one of your G2 products.
- New Visit Event
Triggers when G2 records new buyer-intent activity (a company researching your product, by day).
- Add Product
Submits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
- Add Product mapping
Creates a mapping between your own product identifier and a G2 product.
- Find Products
Searches G2 product listings whose name contains the given text.
- Get Category
Returns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
- Get Current User
Returns the G2 user that owns the API token, with their ID and email.
- Get Product
Returns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
- Get Product ratings
Returns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
- Get Question
Returns a single G2 review question by its ID, including its title, text, type and whether it is required.
- List Buyer intent
Returns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
- List Categories
Returns G2 software categories.
- List Competitors
Returns the products G2 lists as competitors of a given product.
- List Discussions
Returns the discussions (community questions) posted about a G2 product, up to 250 per call.
- List Medals
Returns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
- List Product Features
Returns the features of a G2 product, with ratings, review counts and categories.
- List Product mappings
Returns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
- List Product Reviews
Returns reviews written about one of your G2 products.
- List Questions
Returns the list of G2 review questions, optionally filtered by created or updated date.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Formstack Documents and G2 Crowd, 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 G2 Crowd when something happens in Formstack Documents?
Any of G2 Crowd's 17 actions, including Add Product, Add Product mapping, Find Products and Get Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from G2 Crowd to Formstack Documents?
Yes. When something happens in G2 Crowd, your agent can act in Formstack Documents too. This page covers both directions: G2 Crowd's triggers and Formstack Documents's actions are listed here as well.
Do I have to build a connector for Formstack Documents or G2 Crowd?
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 G2 Crowd 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.