--- title: "Connect Formstack Documents and Mailchimp - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Add Order Line Item\" in Mailchimp." canonical: "https://apiant.ai/connect/formstack-documents-to-mailchimp" --- # Connect Formstack Documents and Mailchimp When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Add Order Line Item** in [Mailchimp](https://apiant.ai/connections/mailchimp), or **Member Email Changed (instant)** in Mailchimp 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 Mailchimp **5** triggers Mailchimp **164** 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 Mailchimp 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 Mailchimp can do together ### From Formstack Documents to Mailchimp - When **New Merged Document** in Formstack Documents then **Add Order Line Item** in Mailchimp - When **New Merged Document** in Formstack Documents then **Add Cart Line Item** in Mailchimp ### From Mailchimp to Formstack Documents - When **Member Email Changed (instant)** in Mailchimp then **Create Document** in Formstack Documents - When **Member Profile Updated (instant)** in Mailchimp 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 Mailchimp ## Triggers and actions 6 triggers · 179 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 **Campaign Sent (instant)** Fires instantly when a campaign finishes sending. - Trigger **Member Cleaned (instant)** Fires instantly when a member's email is marked cleaned (bounced or invalid). - Trigger **Member Email Changed (instant)** Fires instantly when a member's email address changes. - Trigger **Member Profile Updated (instant)** Fires instantly when a member's profile fields are updated. - Trigger **New list** Triggers when a new audience (list) is created. Polling; deduped by list id. - Action **Add Campaign Feedback** Add a feedback comment to a campaign. - Action **Add Cart Line Item** Add a line item to a cart. - Action **Add File** Upload a new file to the File Manager. - Action **Add Interest in Category** Add a new interest to an interest category. - Action **Add Member Event** Record a custom event against a member. - Action **Add Member Note** Add a note to a member. - Action **Add Member to Segment** Add a single member to a static segment. - Action **Add Order Line Item** Add a line item to an order. - Action **Add or Update Customer** Create a customer or update it if one with the same ID already exists. - Action **Add or update member** Adds or updates a member in the specified audience. Upserts by email; sets status (subscribed by default). - Action **Add or Update Order** Create an order or update it if one with the same ID already exists. - Action **Add or Update Product Variant** Create a product variant or update it if one with the same ID already exists. - Action **Add Product Image** Add a new image to a product. - Action **Add Product Variant** Add a new variant to a product. - Action **Add tag to member** Adds a tag to the specified member in the specified audience. Creates the tag if it does not exist. - Action **Archive Audience Member** Archive a member, removing them from the audience while retaining history. - Action **Archive Classic Automation** Archive a classic Automation workflow. - Action **Batch Add or Remove Segment Members** Add or remove a batch of members from a static segment in one call. - Action **Batch Subscribe or Unsubscribe Audience Members** Subscribe or unsubscribe a batch of members on an audience in one call. - Action **Create audience** Creates a new audience (list). - Action **Create Campaign** Create a new campaign. - Action **Create Cart** Create a new shopping cart for a store. - Action **Create Classic Automation** Start a new classic Automation workflow. - Action **Create Customer** Create a new customer for a store. - Action **Create Interest Category** Create a new interest category (group) on an audience. - Action **Create Landing Page** Creates a landing page in Mailchimp from a landing-page template, tied to an audience. Note: if the template type and template id disagree, Mailchimp reports an error but still leaves a stray draft landing page behind. - Action **Create merge field** Creates a new merge field for the specified audience. - Action **Create Order** Create a new order for a store. - Action **Create or Update Product** Create a product or update it if one with the same ID already exists. - Action **Create Product** Create a new product in a store's catalog. - Action **Create Promo Code** Create a new promo code under a promo rule. - Action **Create Promo Rule** Create a new promo rule for a store. - Action **Create Segment by Conditions** Create a dynamic segment on an audience defined by match conditions. - Action **Create static segment for audience** Creates a new static segment (tag-like) for the specified audience. - Action **Create Store** Connect a new e-commerce store. - Action **Create Template** Create a new template. - Action **Delete Audience** Delete an audience. - Action **Delete Campaign** Delete a campaign. - Action **Delete Cart** Delete a cart. - Action **Delete Cart Line Item** Delete a line item from a cart. - Action **Delete Customer** Delete a customer from a store. - Action **Delete File** Delete a stored file from the File Manager. - Action **Delete Interest** Delete an interest from a category. - Action **Delete Interest Category** Delete an interest category from an audience. - Action **Delete Landing Page** Delete a landing page. - Action **Delete Member Note** Delete a note from a member. - Action **Delete Merge Field** Delete a merge field from an audience. - Action **Delete Order** Delete an order from a store. - Action **Delete Order Line Item** Delete a line item from an order. - Action **Delete Product** Delete a product from a store's catalog. - Action **Delete Product Image** Delete an image from a product. - Action **Delete Product Variant** Delete a variant from a product. - Action **Delete Promo Code** Delete a promo code. - Action **Delete Promo Rule** Delete a promo rule from a store. - Action **Delete Segment** Delete a segment from an audience. - Action **Delete Store** Delete a store. - Action **Delete Template** Delete a template. - Action **Get Audience** Retrieve details about a single audience by ID. - Action **Get Audience Member** Retrieve details about a single audience member. - Action **Get audiences** Returns all audiences (lists) with id and name. - Action **Get Automation Email** Retrieve details about a single Automation workflow email. - Action **Get Campaign** Retrieve settings and info for a single campaign. - Action **Get Campaign Advice** Retrieve advice and feedback tips for a sent campaign. - Action **Get Campaign Content** Retrieve the HTML and plain-text content of a campaign. - Action **Get Campaign Domain Performance** Retrieve delivery and engagement stats broken down by recipient email domain. - Action **Get Campaign Report** Retrieve the performance report for a single campaign. - Action **Get Campaign Send Checklist** Retrieve the pre-send readiness checklist for a campaign. - Action **Get Cart** Retrieve details about a single cart. - Action **Get Classic Automation** Retrieve details about a single classic Automation workflow. - Action **Get Customer** Retrieve details about a single customer. - Action **Get File** Retrieve details about a single stored file. - Action **Get Interest Category** Retrieve details about a single interest category. - Action **Get interest groups for audience** Returns the interest categories (groups) and their interests for the specified audience. - Action **Get Landing Page** Retrieve details about a single landing page. - Action **Get Landing Page Content** Retrieve the HTML content of a landing page. - Action **Get Landing Page Report** Retrieve the performance report for a single landing page. - Action **Get Member Activity Feed** Retrieve the recent activity feed for a member (opens, clicks, purchases, and more). - Action **Get members in audience** Returns members in the specified audience, optionally filtered by status. - Action **Get Merge Field** Retrieve details about a single merge field. - Action **Get Order** Retrieve details about a single order. - Action **Get Product** Retrieve details about a single product. - Action **Get Segment** Retrieve details about a single segment. - Action **Get segments for audience** Returns the id and name of all segments for the specified audience. - Action **Get Store** Retrieve details about a single store. - Action **Get Template** Retrieve details about a single template. - Action **Get Template Default Content** Retrieve the default content sections of a template. - Action **List Account Orders** List e-commerce orders across all stores connected to the account. - Action **List Audience Abuse Reports** List abuse complaint reports for an audience. - Action **List Audience Growth History** List monthly growth history for an audience. - Action **List Audience Recent Activity** List the most recent daily activity stats for an audience. - Action **List Automation Emails** List all emails that belong to a classic Automation workflow. - Action **List Campaign Click Details** List click activity for the links in a campaign. - Action **List Campaign Email Activity** List subscriber-level email activity (opens, clicks, bounces) for a campaign. - Action **List Campaign Feedback** List feedback and comments left on a campaign. - Action **List Campaign Open Details** List individual open activity for a sent campaign. - Action **List Campaign Recipients** List the members a campaign was sent to. - Action **List Campaign Reports** List performance reports for all sent campaigns. - Action **List Campaigns** List all campaigns in the account. - Action **List Campaign Unsubscribes** List members who unsubscribed as a result of a campaign. - Action **List Cart Line Items** List the line items in a cart. - Action **List Carts** List shopping carts for a store. - Action **List Classic Automations** List all classic Automation workflows in the account. - Action **List Conversations** List email conversations from replies to campaigns. - Action **List Customers** List customers for a store. - Action **List Files** List files stored in the File Manager. - Action **List Interests in Category** List the interests within an interest category. - Action **List Landing Page Reports** List performance reports for all landing pages. - Action **List Landing Pages** List landing pages in the account. - Action **List Member Events** List custom events recorded for a member. - Action **List Member Goal Events** List goal events recorded for a member. - Action **List Member Notes** List notes recorded on a member. - Action **List Member Tags** List the tags applied to a member. - Action **List Merge Fields** List the merge fields defined on an audience. - Action **List Order Line Items** List the line items on an order. - Action **List Product Images** List images attached to a product. - Action **List Products** List products in a store's catalog. - Action **List Product Variants** List variants of a product. - Action **List Promo Codes** List promo codes under a promo rule. - Action **List Promo Rules** List promo rules for a store. - Action **List Segment Members** List the members belonging to a segment. - Action **List SMS Campaigns** List SMS campaigns in the account. - Action **List Store Orders** List orders placed in a store. - Action **List Stores** List e-commerce stores connected to the account. - Action **List Subscribers Removed from Automation** List subscribers that were removed from a classic Automation workflow. - Action **List Survey Reports** List performance reports for all surveys. - Action **List Surveys** List surveys created for an audience. - Action **List Templates** List templates in the account. - Action **Pause RSS Campaign** Pause an RSS-driven campaign. - Action **Permanently Delete Audience Member** Permanently erase a member's data from an audience (GDPR-style forget). - Action **Publish Landing Page** Publish a landing page, making it live. - Action **Remove member from audience** Archives (removes) a member from the specified audience by email. - Action **Remove Member from Segment** Remove a single member from a static segment. - Action **Remove tag from member** Removes the specified tag from the specified member in the audience. - Action **Replicate Campaign** Create a copy of an existing campaign. - Action **Resend Campaign to Non-Openers** Create a resend of a campaign targeted at people who didn't open it. - Action **Resume RSS Campaign** Resume a paused RSS-driven campaign. - Action **Schedule Campaign** Schedule a campaign to send at a future time. - Action **Search Audience Tags** Search for member tags on an audience by name. - Action **Search Campaigns** Search across campaigns by content or metadata. - Action **Search Members** Search for members across audiences by email or name. - Action **Send Campaign** Send a campaign immediately. - Action **Send Test Campaign Email** Send a test copy of a campaign to specified recipients. - Action **Set Campaign Content** Set the HTML and plain-text content of a campaign. - Action **Unpublish Landing Page** Unpublish a landing page, taking it offline. - Action **Unschedule Campaign** Cancel a campaign's scheduled send time. - Action **Unsubscribe member** Sets a member's status to unsubscribed in the specified audience (by email). - Action **Update Audience** Update settings for an audience. - Action **Update Automation Email** Update settings for an Automation workflow email. - Action **Update Campaign Settings** Update settings for an existing campaign. - Action **Update Cart** Update a cart's details. - Action **Update Cart Line Item** Update a line item in a cart. - Action **Update File** Update the name or folder of a stored file. - Action **Update Interest** Update an interest's name or display order. - Action **Update Interest Category** Update an interest category's title or display type. - Action **Update Landing Page** Update a landing page's settings. - Action **Update Member Note** Update an existing note on a member. - Action **Update Merge Field** Update a merge field's settings. - Action **Update Order Line Item** Update a line item on an order. - Action **Update Product Image** Update a product image's settings. - Action **Update Promo Code** Update a promo code's settings. - Action **Update Promo Rule** Update a promo rule's settings. - Action **Update Segment** Update a segment's name or match conditions. - Action **Update Store** Update a store's settings. - Action **Update Template** Update a template's name or content. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connections/mailchimp) 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 Mailchimp - [ **Google Drive to Mailchimp** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-mailchimp) - [ **Shopify to Mailchimp** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-mailchimp) - [ **Pipedrive to Mailchimp** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-mailchimp) - [ **JIRA to Mailchimp** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-mailchimp) - [ **ClickUp to Mailchimp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-mailchimp) - [ **SendGrid to Mailchimp** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-mailchimp) Questions ## Formstack Documents and Mailchimp, 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 Mailchimp when something happens in Formstack Documents? Any of Mailchimp's 164 actions, including Create audience, Create Campaign, Create Cart and Create Classic Automation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mailchimp to Formstack Documents? Yes. When something happens in Mailchimp, your agent can act in Formstack Documents too. This page covers both directions: Mailchimp's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or Mailchimp? 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 Mailchimp 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.