# Connect Formstack Documents and Keygen When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Create User** in [Keygen](https://apiant.ai/connections/keygen), or **License Created** in Keygen 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 Keygen **13** triggers Keygen **28** 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 Keygen to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Keygen can do together ### From Formstack Documents to Keygen - When **New Merged Document** in Formstack Documents then **Create User** in Keygen - When **New Merged Document** in Formstack Documents then **Add Release** in Keygen ### From Keygen to Formstack Documents - When **License Created** in Keygen then **Create Document** in Formstack Documents - When **New Event** in Keygen 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 Keygen ## Triggers and actions 14 triggers · 43 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 **License Created** Fires when a license is created in Keygen. - Trigger **License Deleted** Triggers when a license is deleted. - Trigger **License Expired** Triggers when a license has expired. - Trigger **License Expiring** Triggers when a license is expiring soon. - Trigger **License Renewed** Triggers when a license is renewed. - Trigger **License Used** Triggers when a license's usage is incremented. - Trigger **Machine Activated** Triggers when a machine is activated. - Trigger **Machine Deactivated** Triggers when a machine is deactivated. - Trigger **New Event** Triggers when a new event like a license validation, an activation, or an expiration occurs. - Trigger **Password Reset** Triggers when a user requests a password reset. - Trigger **Release Created** Triggers when a new release is created. - Trigger **Release Published** Triggers when a release is published. - Trigger **User Created** Triggers when a new user is created. - Action **Activate Machine** Activates a new machine for a license using a known fingerprint. - Action **Add Release** creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event. - Action **Checkout License** Checks out a license file. - Action **Checkout Machine** Checks out a machine file. - Action **Create License** Creates a new license according to a policy. - Action **Create Policy** Creates a license policy for a Keygen product. - Action **Create Product** Creates a product in Keygen. - Action **Create Release** /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish. - Action **Create Token** Creates a new API token for a license. - Action **Create User** Creates a new user. - Action **Deactivate Machine** deactivates (deletes) a machine, firing machine.deleted. - Action **Delete License** Permanently deletes a license. - Action **Find License** Finds an existing license by its license key or Keygen ID. - Action **Find User** Finds an existing user by their email address or Keygen ID. - Action **Get Token** Retrieves a single API token by its id, returning its kind, name, expiry and permissions. - Action **Increment License Usage** /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented). - Action **List Entitlements** Lists a license's entitlements by license key or license ID. - Action **List Policies** Lists the policies in the Keygen account. - Action **Publish Release** moves a draft release to PUBLISHED status; fires the release.published webhook event. - Action **Reinstate License** Reinstates a suspended license. - Action **Renew License** Renews a license by extending its expiration date. - Action **Request Password Reset** /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event. - Action **Reset License Usage** Resets a license's usage counter. - Action **Suspend License** Suspends a license. - Action **Transfer License** Transfer an existing license to a different policy. - Action **Update License** Updates a license. - Action **Update Machine** Updates a machine. - Action **Update User** Updates a user. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Keygen** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connections/keygen) 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](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 Keygen - [ **HubSpot to Keygen** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-keygen) - [ **Google Sheets to Keygen** Google Sheets](https://apiant.ai/connect/google-sheets-to-keygen) - [ **Gmail to Keygen** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-keygen) - [ **Google Calendar to Keygen** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-keygen) - [ **Google Drive to Keygen** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-keygen) - [ **ActiveCampaign to Keygen** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-keygen) Questions ## Formstack Documents and Keygen, 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 Keygen when something happens in Formstack Documents? Any of Keygen's 28 actions, including Create License, Create Policy, Create Product and Create Release. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Keygen to Formstack Documents? Yes. When something happens in Keygen, your agent can act in Formstack Documents too. This page covers both directions: Keygen's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or Keygen? 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. ### ### 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.