--- title: "Connect Formstack Documents and GoHighLevel - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Create contact\" in GoHighLevel." canonical: "https://apiant.ai/connect/formstack-documents-to-gohighlevel" --- # Connect Formstack Documents and GoHighLevel When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Create contact** in [GoHighLevel](https://apiant.ai/connections/gohighlevel), or **New or updated contact** in GoHighLevel 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 GoHighLevel **1** trigger GoHighLevel **32** 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 GoHighLevel 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 GoHighLevel can do together ### From Formstack Documents to GoHighLevel - When **New Merged Document** in Formstack Documents then **Create contact** in GoHighLevel - When **New Merged Document** in Formstack Documents then **Create task** in GoHighLevel ### From GoHighLevel to Formstack Documents - When **New or updated contact** in GoHighLevel then **Create Document** in Formstack Documents - When **New or updated contact** in GoHighLevel 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 GoHighLevel ## Triggers and actions 2 triggers · 47 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 **New or updated contact** Triggered when a contact is created or updated in your HighLevel sub-account. - Action **Add or Remove Tags on Multiple Contacts** Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags. - Action **Create appointment** Book a new calendar appointment. - Action **Create contact** Create a new contact in HighLevel. - Action **Create note** Add a note to a contact. - Action **Create opportunity** Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting. - Action **Create task** Create a task on a contact. - Action **Delete appointment** Cancel/delete a calendar event or appointment. - Action **Delete contact** Delete a contact. - Action **Delete note** Delete a note from a contact. - Action **Delete task** Delete a task from a contact. - Action **Find contacts** Search contacts by name, email, phone, or other criteria. - Action **Find conversations** Search conversations by contact or other criteria. - Action **Find opportunities** Search opportunities by pipeline, stage, contact, or other criteria. - Action **Get appointment** Retrieve a single calendar appointment by ID. - Action **Get calendar** Retrieve a single calendar's configuration by ID. - Action **Get contact** Retrieve a single contact by ID. - Action **Get conversation** Retrieve a single conversation by ID. - Action **Get note** Retrieve a single note on a contact. - Action **Get opportunity** Retrieve a single opportunity by ID. - Action **List calendar events** List calendar events within a date range. - Action **List calendars** List all calendars for the location. - Action **List notes** List all notes on a contact. - Action **List tasks** List all tasks on a contact. - Action **Remove tags from contact** Remove one or more tags from a contact. - Action **Send a message** Send an SMS, email, or other conversation message to a contact. - Action **Update appointment** Update an existing calendar appointment. - Action **Update contact** Update an existing contact's fields. - Action **Update note** Update an existing note on a contact. - Action **Update opportunity** Update an existing opportunity's fields. - Action **Update task** Update an existing task on a contact. - Action **Upsert contact** Create a contact or update it if a matching contact already exists. - Action **Upsert opportunity** Create an opportunity or update it if a matching one already exists. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connections/gohighlevel) 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 GoHighLevel - [ **SendGrid to GoHighLevel** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-gohighlevel) - [ **Calendly to GoHighLevel** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **MINDBODY to GoHighLevel** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-gohighlevel) - [ **PostgreSQL to GoHighLevel** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connect/postgresql-to-gohighlevel) - [ **Vercel to GoHighLevel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-gohighlevel) - [ **Apptoto to GoHighLevel** For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online...](https://apiant.ai/connect/apptoto-to-gohighlevel) Questions ## Formstack Documents and GoHighLevel, 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 GoHighLevel when something happens in Formstack Documents? Any of GoHighLevel's 32 actions, including Create appointment, Create contact, Create note and Create opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GoHighLevel to Formstack Documents? Yes. When something happens in GoHighLevel, your agent can act in Formstack Documents too. This page covers both directions: GoHighLevel's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or GoHighLevel? 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 GoHighLevel 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.