--- title: "Connect Formstack Documents to NMI Merchant Central - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Add Comment to Ticket\" in NMI Merchant Central." canonical: "https://apiant.ai/connect/formstack-documents-to-nmi-merchant-central" --- # Connect Formstack Documents to NMI Merchant Central When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Add Comment to Ticket** in [NMI Merchant Central](https://apiant.ai/connections/nmi-merchant-central). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions NMI Merchant Central **9** 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 NMI Merchant Central 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 NMI Merchant Central - When **New Merged Document** in Formstack Documents then **Add Comment to Ticket** in NMI Merchant Central - When **New Merged Document** in Formstack Documents then **Add Note to Lead** in NMI Merchant Central 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 NMI Merchant Central ## Triggers and actions 1 trigger · 24 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 Comment to Ticket** Adds a comment to an existing helpdesk ticket, optionally notifying users and attaching files. Returns the new comment. - Action **Add Note to Lead** Adds a note to a lead in NMI Merchant Central, optionally notifying users. - Action **Delete Lead** Deletes a lead. - Action **List Lead Groups** Returns the lead groups available in the account. - Action **List Lead Statuses** Returns the lead statuses available in the account. - Action **Send SMS to Lead** Sends an SMS to a lead using one of your saved SMS templates. - Action **Update Existing Ticket** Updates an existing helpdesk ticket's subject, description, status, priority, assignees, due date and other details. Fields left blank are not changed. - Action **Update Lead** Updates an existing lead's campaign, status, source, group or field values. Only the values you fill in are changed. - Action **Update Lead Status** Changes a lead's status, optionally moving it to a different group at the same time. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **NMI Merchant Central** NMI Merchant Central is a payments CRM that helps you manage the full merchant lifecycle -from lead to...](https://apiant.ai/connections/nmi-merchant-central) 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 NMI Merchant Central - [ **HubSpot to NMI Merchant Central** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nmi-merchant-central) - [ **Salesforce to NMI Merchant Central** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-nmi-merchant-central) - [ **Slack to NMI Merchant Central** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-nmi-merchant-central) - [ **Google Sheets to NMI Merchant Central** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nmi-merchant-central) - [ **Gmail to NMI Merchant Central** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nmi-merchant-central) - [ **Google Calendar to NMI Merchant Central** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nmi-merchant-central) Questions ## Formstack Documents and NMI Merchant Central, 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 NMI Merchant Central when something happens in Formstack Documents? Any of NMI Merchant Central's 9 actions, including Send SMS to Lead, Update Existing Ticket, Update Lead and Update Lead Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NMI Merchant Central to Formstack Documents? NMI Merchant Central has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads NMI Merchant Central's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or NMI Merchant Central? 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 NMI Merchant Central 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.