--- title: "Connect Formstack Documents to Mobile Message - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Add Contact to List\" in Mobile Message." canonical: "https://apiant.ai/connect/formstack-documents-to-mobile-message" --- # Connect Formstack Documents to Mobile Message When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Add Contact to List** in [Mobile Message](https://apiant.ai/connections/mobile-message). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Mobile Message **16** 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 Mobile Message 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 Mobile Message - When **New Merged Document** in Formstack Documents then **Add Contact to List** in Mobile Message - When **New Merged Document** in Formstack Documents then **Create Contact** in Mobile Message 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 Mobile Message ## Triggers and actions 1 trigger · 31 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 Contact to List** Adds an existing contact to a contact list, identifying the contact by its ID or mobile number. Reports whether the contact was newly added or already a member. - Action **Add Unsubscribe** Adds a phone number to your opt-out list, cancelling and refunding any messages scheduled to it and removing the matching contact from every list. - Action **Cancel Scheduled Message** Cancels a scheduled SMS, a whole scheduled send, or every scheduled message with a given custom reference, and refunds the credits. Returns how many messages were cancelled and the credits refunded. - Action **Create Contact** Adds a new contact to your Mobile Message account and returns the new contact's ID and normalised phone number. - Action **Create Contact List** Creates a contact list with the given name, or returns the existing list if that name is already in use. - Action **Delete Contact** Deletes a contact from your Mobile Message account and removes it from every contact list. Returns whether a contact was removed. - Action **Delete Contact List** Deletes a contact list, and optionally permanently deletes the contacts that belong to it. Contacts are kept by default. - Action **Find Contact** Returns the contacts that match the phone number, name, company or custom field values you specify. A contact must match every value you fill in. - Action **Find Message** Returns outbound SMS messages matching a message ID or your custom reference, or sent history filtered by delivery status and date range. - Action **Remove Contact From List** Removes a contact from a contact list. The contact record itself is kept. - Action **Remove Unsubscribe** Removes a phone number from your unsubscribe list so it can receive messages again. - Action **Rename Contact List** Renames an existing contact list and returns the list's ID and new name. - Action **Send SMS** Sends one SMS message to a single recipient, immediately or at a scheduled time, and returns the new message's ID, cost and delivery acceptance details. - Action **Send SMS to List** Sends one SMS to every contact in a saved contact list, with per-contact personalisation and optional scheduling, and returns the send's totals and status. - Action **Simulate Inbound Reply** Simulates a reply arriving on a Mobile Message test account, recording it and calling the inbound webhook. Test accounts only. - Action **Update Contact** Updates an existing contact's phone number, name, company or custom field values. Only the fields you fill in are changed. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Mobile Message** Instantly send an SMS to any Australian mobile phone number, using your Mobile Message account.](https://apiant.ai/connections/mobile-message) 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 Mobile Message - [ **HubSpot to Mobile Message** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mobile-message) - [ **Salesforce to Mobile Message** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mobile-message) - [ **Slack to Mobile Message** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mobile-message) - [ **Google Sheets to Mobile Message** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mobile-message) - [ **Gmail to Mobile Message** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mobile-message) - [ **Google Calendar to Mobile Message** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mobile-message) Questions ## Formstack Documents and Mobile Message, 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 Mobile Message when something happens in Formstack Documents? Any of Mobile Message's 16 actions, including Create Contact, Create Contact List, Send SMS and Send SMS to List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mobile Message to Formstack Documents? Mobile Message has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads Mobile Message's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or Mobile Message? 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 Mobile Message 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.