Integration
Connect Formstack Documents and shopVOX
When New Merged Document fires in Formstack Documents, your agent runs Create Contact in shopVOX, or New Contact in shopVOX 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 shopVOX to do together?
Ask the assistant
Connect your AI client
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https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 shopVOX can do together
From Formstack Documents to shopVOX
When New Merged Document in Formstack Documents
then Create Contact in shopVOX
From shopVOX 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 shopVOX
Triggers and actions 9 triggers · 38 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 Contact
Triggers when a new contact is added in shopVOX.
- New Customer
Triggers when a new customer (company) is added in shopVOX.
- New Invoice
Triggers when a new invoice is created in shopVOX.
- New Job
Triggers when a new job is created in shopVOX.
- New Payment
Triggers when a new payment is recorded in shopVOX.
- New Quote
Triggers when a new quote is created in shopVOX.
- New Sales Lead
Triggers when a new sales lead is created in shopVOX.
- New Sales Order
Triggers when a new sales order is created in shopVOX.
- Complete Job Step
Marks a workflow step on a shopVOX job complete.
- Create Contact
Creates a contact in shopVOX.
- Create Customer
Creates a customer (company) in shopVOX.
- Create Job
Creates a job in shopVOX.
- Create Payment
Records a customer payment in shopVOX.
- Create Sales Lead
Creates a sales lead in shopVOX.
- Delete Contact
Deletes a shopVOX contact.
- Delete Customer
Deletes a shopVOX customer (company).
- Delete Sales Lead
Deletes a shopVOX sales lead.
- Find Contact
Finds shopVOX contacts by name, search text or customer.
- Find Customer
Finds shopVOX customers (companies) by name.
- Get Contact
Returns one shopVOX contact by its ID.
- Get Customer
Returns one shopVOX customer (company) by its ID.
- Get Invoice
Returns one shopVOX invoice by its ID.
- Get Job
Returns one shopVOX job by its ID.
- Get Quote
Returns one shopVOX quote by its ID.
- Get Sales Lead
Returns one shopVOX sales lead by its ID.
- Get Sales Order
Returns one shopVOX sales order by its ID.
- Start Job Step
Starts a workflow step on a shopVOX job.
- Stop Job Step
Stops a workflow step on a shopVOX job.
- Update Contact
Updates a shopVOX contact.
- Update Customer
Updates a shopVOX customer (company).
- Update Sales Lead
Updates a shopVOX sales lead.
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
Reviews
What our customers say
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Questions
Formstack Documents and shopVOX, 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 shopVOX when something happens in Formstack Documents?
Any of shopVOX's 23 actions, including Create Contact, Create Customer, Create Job and Create Payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from shopVOX to Formstack Documents?
Yes. When something happens in shopVOX, your agent can act in Formstack Documents too. This page covers both directions: shopVOX's triggers and Formstack Documents's actions are listed here as well.
Do I have to build a connector for Formstack Documents or shopVOX?
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 shopVOX 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.