Integration
Connect Formstack Documents and Secureframe
When New Merged Document fires in Formstack Documents, your agent runs Update a User in Secureframe, or New Trust Center Request in Secureframe to Create Document in Formstack Documents. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Formstack Documents and Secureframe to do together?
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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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Formstack Documents and Secureframe can do together
From Formstack Documents to Secureframe
When New Merged Document in Formstack Documents
then Update a User in Secureframe
From Secureframe to 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 Secureframe
Triggers and actions 2 triggers · 45 actions
- New Merged Document
Triggers when a merged/populated document is created.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Delete Data Route
Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
- Delete Document
Deletes a document template from Formstack Documents.
- 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.
- 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.
- 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.
- List Data Routes
Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.
- List Documents
Returns your Formstack Documents templates, each with its name, type, output format and merge URL.
- 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.
- 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.
- New Trust Center Request
Triggers when a new Trust Center request is created in Secureframe.
- Archive an Integration Connection
Archives an integration connection in Secureframe and returns the archived connection.
- Archive a Vendor
Archives a vendor in Secureframe and returns the archived vendor.
- Create a Test Evidence
Uploads an evidence file to a test and returns the created evidence record.
- Get a Cloud Resource
Returns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found.
- Get a Control
Returns a single Secureframe control by its ID, including its attributes.
- Get a Device
Returns a single device tracked in Secureframe, including its ID, type and attributes.
- Get a Framework
Returns a single Secureframe compliance framework by its ID.
- Get an Integration Connection
Returns a single Secureframe integration connection by its ID, including its type and attributes.
- Get a Repository
Returns a single Secureframe repository by its ID, including its type and attributes.
- Get a Test
Returns a single Secureframe test by its ID, including its type and attributes.
- Get a Trust Center Request
Returns a single Trust Center request, identified by its ID, including its details and attributes.
- Get a User
Returns a single Secureframe user by ID, including the user's attributes.
- Get a User Account
Returns a single Secureframe user account by its ID. An error occurs if the user account is not found.
- Get a Vendor
Returns a single vendor from your Secureframe account by its ID.
- Get Evidence
Returns a single Secureframe evidence record by its ID.
- Link a User Account
Links a Secureframe user account to a personnel record and returns the updated user account.
- List Cloud Resources
Returns the cloud resources in your Secureframe company, optionally narrowed by a search query.
- List Controls
Returns the controls in your Secureframe account, optionally narrowed by a search query.
- List Devices
Returns the devices tracked in your Secureframe account, optionally narrowed by a search query.
- List Frameworks
Returns the compliance frameworks in your Secureframe account, optionally narrowed by a search query.
- List Integration Connections
Returns the integration connections in your Secureframe company, optionally narrowed by a search query.
- List Repositories
Returns the repositories in your Secureframe account, optionally narrowed by a search query.
- List Tests
Returns the tests in your Secureframe account, optionally narrowed by a search query.
- List Trust Center Requests
Returns the Trust Center requests in your Secureframe account, optionally narrowed by a search query.
- List User Accounts
Returns the user accounts in your Secureframe company, optionally narrowed by a search query.
- List Users
Returns the users in your Secureframe company, optionally narrowed by a search query.
- List Vendors
Returns the vendors in your Secureframe account, optionally narrowed by a search query.
- Update a Repository
Updates an existing Secureframe repository with the attribute values you provide and returns the updated repository.
- Update a Test
Updates an existing Secureframe test with the attribute values you provide and returns the updated test.
- Update a User
Updates a Secureframe user with the attribute values you provide and returns the updated user.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Formstack Documents and Secureframe, 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 Secureframe when something happens in Formstack Documents?
Any of Secureframe's 30 actions, including Create a Test Evidence, Update a Repository, Update a Test and Update a User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Secureframe to Formstack Documents?
Yes. When something happens in Secureframe, your agent can act in Formstack Documents too. This page covers both directions: Secureframe's triggers and Formstack Documents's actions are listed here as well.
Do I have to build a connector for Formstack Documents or Secureframe?
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 Secureframe 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.