# Connect Formstack Documents and Leiga When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Create Issue** in [Leiga](https://apiant.ai/connections/leiga), or **Updated Issue** in Leiga 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 Leiga **1** trigger Leiga **15** 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 Leiga 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 Leiga can do together ### From Formstack Documents to Leiga - When **New Merged Document** in Formstack Documents then **Create Issue** in Leiga - When **New Merged Document** in Formstack Documents then **Update issue** in Leiga ### From Leiga to Formstack Documents - When **Updated Issue** in Leiga then **Create Document** in Formstack Documents - When **Updated Issue** in Leiga 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 Leiga ## Triggers and actions 2 triggers · 30 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 **Updated Issue** Triggers when an issue is updated in Leiga. - Action **Add comment** Adds a comment to a Leiga issue or other record, optionally as a reply to an existing comment. - Action **Add epic** Creates a new epic in a Leiga project. - Action **Add project** Creates a new project in Leiga from a project template, with a name, leader and optional description. - Action **Add version** Creates a new version (release) in Leiga with a name, owner, and optional description, start date and estimated release date. - Action **Create Issue** Creates a new issue in a Leiga project with the issue type and field values you provide. - Action **Delete issue** Deletes an issue from a Leiga project. - Action **Find issues by criteria** Searches the issues in a Leiga project matching a summary keyword, status types, field values or date ranges, and returns the matching issues. - Action **Get issue** Returns the full details of a Leiga issue, including its custom field values, by issue ID. - Action **Get project** Returns the details of a Leiga project by its ID. - Action **Get version** Returns the details of a Leiga version, including its name, status and release dates. - Action **List comments** Returns the comments on a Leiga issue or other item, including replies and attachments. - Action **List Issue Types** Returns the issue types (such as bug or task) available in a Leiga project. - Action **List projects** Returns all projects in your Leiga organization with their id, name, key and archived status. - Action **Update issue** Updates an existing Leiga issue's field values, such as its summary, description, status, priority, assignee or labels. - Action **Update project** Updates a Leiga project's overview fields, such as its name or start time. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Leiga** Offering powerful features and flexible solutions, Leiga empowers agile teams to work, collaborate, improve...](https://apiant.ai/connections/leiga) 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 Leiga - [ **HubSpot to Leiga** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leiga) - [ **Google Sheets to Leiga** Google Sheets](https://apiant.ai/connect/google-sheets-to-leiga) - [ **Gmail to Leiga** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leiga) - [ **Google Calendar to Leiga** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leiga) - [ **Google Drive to Leiga** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-leiga) - [ **ActiveCampaign to Leiga** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-leiga) Questions ## Formstack Documents and Leiga, 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 Leiga when something happens in Formstack Documents? Any of Leiga's 15 actions, including Create Issue, Update issue, Update project and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Leiga to Formstack Documents? Yes. When something happens in Leiga, your agent can act in Formstack Documents too. This page covers both directions: Leiga's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or Leiga? 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.