--- title: "Connect Formstack Documents and RepairDesk - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Create a New Invoice\" in RepairDesk." canonical: "https://apiant.ai/connect/formstack-documents-to-repairdesk" --- # Connect Formstack Documents and RepairDesk When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Create a New Invoice** in [RepairDesk](https://apiant.ai/connections/repairdesk), or **Inventory Updated** in RepairDesk 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 RepairDesk **9** triggers RepairDesk **7** 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 RepairDesk 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 RepairDesk can do together ### From Formstack Documents to RepairDesk - When **New Merged Document** in Formstack Documents then **Create a New Invoice** in RepairDesk - When **New Merged Document** in Formstack Documents then **Create a New Ticket** in RepairDesk ### From RepairDesk to Formstack Documents - When **Inventory Updated** in RepairDesk then **Create Document** in Formstack Documents - When **New Customer** in RepairDesk 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 RepairDesk ## Triggers and actions 10 triggers · 22 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 **Employee Commission** Triggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes. - Trigger **Inventory Updated** Triggers when an inventory item is added or changed (stock, price, name or other details). - Trigger **New Customer** Triggers when a new customer is added in RepairDesk. - Trigger **New Inventory Item** Triggers when a new inventory item is added in RepairDesk. - Trigger **New Invoice** Triggers when a new invoice is created in RepairDesk. - Trigger **New Lead** Triggers when a new lead (appointment) is created in RepairDesk. - Trigger **New Payment Added** Triggers when a payment is recorded against an invoice in your RepairDesk store today. - Trigger **New Ticket** Triggers when a new repair ticket is created in RepairDesk. - Trigger **Ticket Status Change** Triggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets). - Action **Add Payment** Records a payment against an existing RepairDesk invoice. - Action **Create a New Invoice** Creates a new invoice for a customer in RepairDesk with the given line items. - Action **Create a New Ticket** Creates a repair ticket in RepairDesk for a customer, with one or more device line items. - Action **Create Customer** Creates a new customer in RepairDesk with their contact details and address. - Action **Create Lead** Creates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired. - Action **Find Customer** Finds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source. - Action **Update Ticket** Updates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **RepairDesk** RepairDesk is an all-in-one repair shop management platform that helps cell phone repair shops easily manage...](https://apiant.ai/connections/repairdesk) 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 RepairDesk - [ **HubSpot to RepairDesk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-repairdesk) - [ **Google Sheets to RepairDesk** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-repairdesk) - [ **Gmail to RepairDesk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-repairdesk) - [ **Google Calendar to RepairDesk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-repairdesk) - [ **Google Drive to RepairDesk** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-repairdesk) - [ **Mailchimp to RepairDesk** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-repairdesk) Questions ## Formstack Documents and RepairDesk, 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 RepairDesk when something happens in Formstack Documents? Any of RepairDesk's 7 actions, including Create a New Invoice, Create a New Ticket, Create Customer and Create Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RepairDesk to Formstack Documents? Yes. When something happens in RepairDesk, your agent can act in Formstack Documents too. This page covers both directions: RepairDesk's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or RepairDesk? 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 RepairDesk 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.