Integration
Connect Formstack Documents and Sonix
When New Merged Document fires in Formstack Documents, your agent runs Invite User in Sonix, or New Transcript in Sonix 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 Sonix to do together?
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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)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 Sonix can do together
From Formstack Documents to Sonix
When New Merged Document in Formstack Documents
then Invite User in Sonix
From Sonix 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 Sonix
Triggers and actions 2 triggers · 28 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 Transcript
Triggers when a media file in Sonix finishes transcription.
- Create Folder
Creates a folder in the Sonix account.
- Delete Media
Deletes a Sonix media file and its transcript.
- Get Media
Returns a Sonix media file's details, including its name, language, duration and transcription status.
- Get Summary
Returns an AI summary of a transcript and its status.
- Get Transcript
Returns a media file's transcript as speaker segments with word timings.
- Invite User
Invites a person to the Sonix account with a role.
- List Folders
Returns the folders in the Sonix account with their access controls.
- List Media
Returns a page of media files in the Sonix account, optionally filtered by status, folder or name.
- List Users
Returns the users in the Sonix account with their names, emails and roles.
- Share Media
Shares a media file and its transcript with another Sonix user, view-only or editable.
- Transcribe File
Submits an audio or video file by URL to Sonix for transcription and returns the new media record.
- Translate Transcript
Starts translating a media file's transcript into another language.
- Update Media
Renames a Sonix media file, applies a custom label, or moves it to another folder.
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 Sonix, 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 Sonix when something happens in Formstack Documents?
Any of Sonix's 13 actions, including Create Folder, Update Media, Get Media and Get Summary. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sonix to Formstack Documents?
Yes. When something happens in Sonix, your agent can act in Formstack Documents too. This page covers both directions: Sonix's triggers and Formstack Documents's actions are listed here as well.
Do I have to build a connector for Formstack Documents or Sonix?
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 Sonix 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.