--- title: "Connect Formstack Documents and Pipedrive - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Create Deal\" in Pipedrive." canonical: "https://apiant.ai/connect/formstack-documents-to-pipedrive" --- # Connect Formstack Documents and Pipedrive When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Create Deal** in [Pipedrive](https://apiant.ai/connections/pipedrive), or **New Activity** in Pipedrive 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 Pipedrive **7** triggers Pipedrive **35** 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 Pipedrive 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 Pipedrive can do together ### From Formstack Documents to Pipedrive - When **New Merged Document** in Formstack Documents then **Create Deal** in Pipedrive - When **New Merged Document** in Formstack Documents then **Create Lead** in Pipedrive ### From Pipedrive to Formstack Documents - When **New Activity** in Pipedrive then **Create Document** in Formstack Documents - When **New Deal** in Pipedrive 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 Pipedrive ## Triggers and actions 8 triggers · 50 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 **Deal Won** Triggers when a deal is marked as won in Pipedrive. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New lead** Triggers when a new lead is added in Pipedrive. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers when a new person (contact) is added. - Trigger **New Person (with Custom Fields and Labels)** Triggered when a new person (contact) is added. Includes custom fields and labels. - Action **Add product** Creates a new product in your Pipedrive products catalog, with optional prices, tax, unit and custom field values. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Activity** Returns the details of one Pipedrive activity by its ID, including its subject, type, due date, linked records and participants. - Action **Get Deal** Returns the deal with the given ID. - Action **Get lead** Returns the details of a single Pipedrive lead by its ID, including its custom field values. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get product** Returns one Pipedrive product by its ID, including its prices and custom field values. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **List activities** Returns the activities in the Pipedrive account, optionally narrowed by saved filter, owner, deal, lead, person, organization, done status or update time. - Action **List deals** Returns the deals in your Pipedrive account that are not archived, optionally filtered by owner, person, organization, pipeline, stage, status or update time. - Action **List organizations** Returns all organizations in the Pipedrive account, optionally narrowed by filter, owner, IDs or update time. - Action **List persons** Returns the persons in your Pipedrive account, optionally narrowed by filter, owner, organization, deal or update time. - Action **List pipelines** Returns all deal pipelines in the Pipedrive account, with their names and ids. - Action **List stages** Returns the stages in your Pipedrive account, optionally limited to one pipeline. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update note** Updates an existing note in Pipedrive: its content, the deal, person, organization, lead, project or task it is attached to, its author, and its pinning. - Action **Update Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) 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 Pipedrive - [ **HubSpot to Pipedrive** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipedrive) - [ **Slack to Pipedrive** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipedrive) - [ **Gmail to Pipedrive** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipedrive) - [ **Stripe to Pipedrive** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-pipedrive) - [ **Notion to Pipedrive** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-pipedrive) - [ **Airtable to Pipedrive** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-pipedrive) Questions ## Formstack Documents and Pipedrive, 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 Pipedrive when something happens in Formstack Documents? Any of Pipedrive's 35 actions, including Create Activity, Create Deal, Create Lead and Create Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipedrive to Formstack Documents? Yes. When something happens in Pipedrive, your agent can act in Formstack Documents too. This page covers both directions: Pipedrive's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or Pipedrive? 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 Pipedrive 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.