--- title: "Connect Formstack Documents to Rezdy - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Add customer\" in Rezdy." canonical: "https://apiant.ai/connect/formstack-documents-to-rezdy" --- # Connect Formstack Documents to Rezdy When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Add customer** in [Rezdy](https://apiant.ai/connections/rezdy). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Rezdy **13** 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 Rezdy 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 Rezdy - When **New Merged Document** in Formstack Documents then **Add customer** in Rezdy - When **New Merged Document** in Formstack Documents then **Add availability** in Rezdy 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 Rezdy ## Triggers and actions 1 trigger · 28 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 availability** Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session. - Action **Add booking** Creates a new booking in Rezdy for one or more products and returns its order number. - Action **Add customer** Creates a new customer in your Rezdy account and returns the created customer record. - Action **Delete booking** Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings. - Action **Find availability** Returns the sessions of one or more products in a date range, with seats available and pricing for each session. - Action **Find bookings** Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date. - Action **Find customers** Returns customers whose first or last name, company name or email match the search text. - Action **Get booking** Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields. - Action **Get customer** Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found. - Action **Get product** Returns one Rezdy product by its product code, including its price options, images, extras and booking fields. - Action **Update availability** Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session. - Action **Update booking** Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values. - Action **Update product** Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Rezdy** Rezdy is a cloud-based reservation software and booking system, designed especially for tour, activity...](https://apiant.ai/connections/rezdy) 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 Rezdy - [ **HubSpot to Rezdy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rezdy) - [ **Salesforce to Rezdy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rezdy) - [ **Slack to Rezdy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rezdy) - [ **Google Sheets to Rezdy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rezdy) - [ **Gmail to Rezdy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rezdy) - [ **Google Calendar to Rezdy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rezdy) Questions ## Formstack Documents and Rezdy, 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 Rezdy when something happens in Formstack Documents? Any of Rezdy's 13 actions, including Update availability, Update booking, Update product and Add availability. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Rezdy to Formstack Documents? Rezdy has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads Rezdy's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or Rezdy? 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 Rezdy 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.