--- title: "Connect Formstack Documents to GPT Chatbot - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Send Message\" in GPT Chatbot." canonical: "https://apiant.ai/connect/formstack-documents-to-gpt-chatbot" --- # Connect Formstack Documents to GPT Chatbot When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Send Message** in [GPT Chatbot](https://apiant.ai/connections/gpt-chatbot). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions GPT Chatbot **18** 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 GPT Chatbot 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 GPT Chatbot - When **New Merged Document** in Formstack Documents then **Send Message** in GPT Chatbot - When **New Merged Document** in Formstack Documents then **Add file source** in GPT Chatbot 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 GPT Chatbot ## Triggers and actions 1 trigger · 33 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 chatbot** Create a chatbot for the authenticated user. - Action **Add file source** Upload a file as a data source for a chatbot specified by chatbot uuid. - Action **Add session** Create a chat session for a chatbot specified by chatbot uuid. - Action **Add URL source** Create a URL data source for a chatbot specified by chatbot uuid. - Action **Delete agent** Delete a single agent by uuid. - Action **Delete message** Delete a single message by uuid. - Action **Delete session** Delete a session by its uuid. - Action **Delete source** Delete a single data source by uuid. - Action **Get chatbot** Fetch a single chatbot by uuid. - Action **Get session** Fetch a single chatbot session by uuid. - Action **List agents** Fetch the list of agents for a chatbot specified by chatbot uuid. - Action **List chatbots** Fetch the list of chatbots for the current user. - Action **List messages** Fetch the list of messages for a session specified by session uuid. - Action **List sessions** Fetch the list of sessions for a chatbot specified by chatbot uuid. - Action **List sources** Fetch the list of data sources for a chatbot specified by chatbot uuid. - Action **Send Message** Send a message to a chatbot and receive an answer. - Action **Update agent** Update agent metadata based on uuid. - Action **Update chatbot** Update chatbot metadata by uuid. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **GPT Chatbot** GPT Chatbot allows you to create your custom AI chatbots and embed it in your website or preferred social...](https://apiant.ai/connections/gpt-chatbot) 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 GPT Chatbot - [ **Buildin.AI to GPT Chatbot** Buildin.AI is a workspace for docs, notes, tasks, wikis, databases & more.](https://apiant.ai/connect/buildin-ai-to-gpt-chatbot) - [ **HubSpot to GPT Chatbot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-gpt-chatbot) - [ **Salesforce to GPT Chatbot** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-gpt-chatbot) - [ **Slack to GPT Chatbot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-gpt-chatbot) - [ **Google Sheets to GPT Chatbot** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-gpt-chatbot) - [ **Gmail to GPT Chatbot** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gpt-chatbot) Questions ## Formstack Documents and GPT Chatbot, 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 GPT Chatbot when something happens in Formstack Documents? Any of GPT Chatbot's 18 actions, including Send Message, Update agent, Update chatbot and Add chatbot. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GPT Chatbot to Formstack Documents? GPT Chatbot has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads GPT Chatbot's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or GPT Chatbot? 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 GPT Chatbot 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.