--- title: "Connect Formstack Documents to Temsor - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Verify email\" in Temsor." canonical: "https://apiant.ai/connect/formstack-documents-to-temsor" --- # Connect Formstack Documents to Temsor When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Verify email** in [Temsor](https://apiant.ai/connections/temsor). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Temsor **11** 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 Temsor 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 Temsor - When **New Merged Document** in Formstack Documents then **Verify email** in Temsor - When **New Merged Document** in Formstack Documents then **Close promise** in Temsor 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 Temsor ## Triggers and actions 1 trigger · 26 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 **Close promise** Marks an open call promise as kept or broken, with an optional short note, and returns the updated promise. - Action **Find calls by query** Searches the call archive and returns the calls, call promises and extracted facts that match a text query, optionally narrowed by promise status, extension, competitor, date range or the extension a promise got stuck at. - Action **Get call** Returns one call by its id, including its transfer path, handoff graph and count of open promises. - Action **List calls** Returns the most recent calls in your Temsor call archive, with each call's direction, trunk, summary, transfer path and open promise count. - Action **List persons** Returns the people seen in your call history — callers with their phones and names, and extensions seen on transfers — optionally filtered by call, kind or search text. - Action **List promises** Returns the call promises tracked for agent handoff, filtered by status (open by default), each with its caller, promise text, transfer path and where it got stuck. - Action **Redact text** Erases a caller's personal data from the Temsor call index — a promise, call, person, fact or utterance by id, or everything linked to a caller's phone number — by anonymizing or deleting it, and records an audit entry. - Action **Validate IBAN** Validates an IBAN from any of 70+ countries, checking its checksum, country length and account structure, and returns the bank and branch codes plus a corrected suggestion when only the check digits are wrong. - Action **Validate phone number** Validates a phone number and returns it in standard international (E.164) and national form, with its country and line type. - Action **Validate Turkish ID** Validates a Turkish identifier — national ID (TCKN), tax number (VKN), IBAN, licence plate, IMEI, barcode, KEP address, MERSİS number, postal code or ISBN — detecting the type automatically when you don't specify it, and returns whether it is valid plus resolved details. - Action **Verify email** Checks an email address: its syntax, whether the domain can receive mail, whether it is disposable or a role account, and suggests a correction for common domain typos. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Temsor** Validates Turkish national ID, tax number, IBAN, phone, plate and parses addresses](https://apiant.ai/connections/temsor) 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](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 Temsor - [ **HubSpot to Temsor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-temsor) - [ **Salesforce to Temsor** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-temsor) - [ **Slack to Temsor** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-temsor) - [ **Google Sheets to Temsor** Google Sheets](https://apiant.ai/connect/google-sheets-to-temsor) - [ **Gmail to Temsor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-temsor) - [ **Google Calendar to Temsor** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-temsor) Questions ## Formstack Documents and Temsor, 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 Temsor when something happens in Formstack Documents? Any of Temsor's 11 actions, including Close promise, Find calls by query, Get call and List calls. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Temsor to Formstack Documents? Temsor has no triggers in the catalog today, so automations start in Formstack Documents. If you need the other direction, ask: your agent reads Temsor's API documentation and adds it. ### ### Do I have to build a connector for Formstack Documents or Temsor? 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 Temsor 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.