--- title: "Connect Formstack Documents to Razorpay - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Add customer\" in Razorpay." canonical: "https://apiant.ai/connect/formstack-documents-to-razorpay" --- # Connect Formstack Documents to Razorpay When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Add customer** in [Razorpay](https://apiant.ai/connections/razorpay). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Razorpay **27** 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 Razorpay 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 Razorpay - When **New Merged Document** in Formstack Documents then **Add customer** in Razorpay - When **New Merged Document** in Formstack Documents then **Add invoice** in Razorpay 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 Razorpay ## Triggers and actions 1 trigger · 42 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 customer** Creates a customer in Razorpay with a name, contact details and optional notes. - Action **Add invoice** Creates a Razorpay invoice for an existing customer or new customer details, with the line items to bill, and returns the invoice with its payment link. - Action **Add order** Creates a Razorpay order for a given amount and currency, which a customer payment can then be made against. - Action **Add plan** Creates a subscription plan in Razorpay with a billing period, interval and item price. - Action **Add refund** Creates a refund for a captured Razorpay payment, for the full amount or a partial amount. - Action **Add subscription** Creates a Razorpay subscription for a plan, optionally with add-ons, an offer and customer notification details. - Action **Capture payment** Captures an authorized payment, changing its status from authorized to captured. - Action **Get customer** Returns a Razorpay customer's details by customer ID. - Action **Get invoice** Returns the full details of a Razorpay invoice by its ID, including customer details, line items, amounts and payment status. - Action **Get order** Returns the details of a Razorpay order by its ID, including amount, amount paid, status and notes. - Action **Get payment** Returns the details of a Razorpay payment by its ID, including amount, status, method and notes. - Action **Get payment link** Returns the details of a payment link (standard or UPI), including its amount, status, customer and payments. - Action **Get plan** Returns the details of a subscription plan, including its billing period, interval and item pricing. - Action **Get refund** Returns a single refund by its ID, including amount, status, payment and notes. - Action **Get settlement** Returns the details of a single settlement, including amount, fees, tax, status and bank reference. - Action **Get subscription** Returns a Razorpay subscription by its ID, including its plan, status, billing cycle counts and notes. - Action **List customers** Returns the customers in your Razorpay account (up to 100). - Action **List invoices** Returns the invoices in your Razorpay account, optionally narrowed to one customer, payment, receipt number or subscription. - Action **List orders** Returns the orders in your Razorpay account, optionally filtered by receipt, authorization state or creation date range. - Action **List payment links** Returns the Standard and UPI Payment Links in your Razorpay account, optionally filtered by payment ID or reference ID. - Action **List payments** Returns the payments on your Razorpay account, optionally limited to a creation date range. - Action **List plans** Returns the subscription plans in your Razorpay account, optionally limited to a creation date range. - Action **List refunds** Returns the refunds on your Razorpay account, optionally limited to a creation date range. - Action **List settlements** Returns the settlements made to your bank account, optionally limited to a date range (up to 100 most recent). - Action **List subscriptions** Returns the subscriptions in your Razorpay account, optionally filtered by plan and creation date. - Action **Update customer** Updates an existing customer's name, email or phone number. - Action **Update payment** Updates the notes on a Razorpay payment and returns the updated payment. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Razorpay** Razorpay is India’s first full-stack financial solutions company.](https://apiant.ai/connections/razorpay) 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 Razorpay - [ **HubSpot to Razorpay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-razorpay) - [ **Salesforce to Razorpay** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-razorpay) - [ **Slack to Razorpay** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-razorpay) - [ **Google Sheets to Razorpay** Google Sheets](https://apiant.ai/connect/google-sheets-to-razorpay) - [ **Gmail to Razorpay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-razorpay) - [ **Google Calendar to Razorpay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-razorpay) Questions ## Formstack Documents and Razorpay, 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 Razorpay when something happens in Formstack Documents? Any of Razorpay's 27 actions, including Update customer, Update payment, Add customer and Add invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Razorpay to Formstack Documents? Razorpay has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads Razorpay's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or Razorpay? 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 Razorpay 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.