--- title: "Connect Formstack Documents and Timesheet - APIANT.ai" description: "When \"New Merged Document\" fires in Formstack Documents, your agent runs \"Create Task\" in Timesheet." canonical: "https://apiant.ai/connect/formstack-documents-to-timesheet" --- # Connect Formstack Documents and Timesheet When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Create Task** in [Timesheet](https://apiant.ai/connections/timesheet), or **New Absence** in Timesheet to **Create Document** in Formstack Documents. Describe the whole flow and it is built, tested on every scenario and kept running. Formstack Documents **1** trigger Formstack Documents **15** actions Timesheet **7** triggers Timesheet **53** 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 Timesheet 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 and Timesheet can do together ### From Formstack Documents to Timesheet - When **New Merged Document** in Formstack Documents then **Create Task** in Timesheet - When **New Merged Document** in Formstack Documents then **Create Note** in Timesheet ### From Timesheet to Formstack Documents - When **New Absence** in Timesheet then **Create Document** in Formstack Documents - When **New Project** in Timesheet then **Update Document** in 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 Timesheet ## Triggers and actions 8 triggers · 68 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. - Trigger **New Absence** Triggered when a new absence is requested or recorded in the chosen Timesheet organization. - Trigger **New Project** Triggered when a new project is created in Timesheet. - Trigger **New Rate** Triggered when a new pay rate is created in Timesheet. - Trigger **New Tag** Triggered when a new tag is created in Timesheet. - Trigger **New Task** Triggered when a new tracked time entry is recorded in Timesheet. - Trigger **New Team** Triggered when a new team is created in Timesheet. - Trigger **New Todo** Triggered when a new to-do is created in Timesheet. - Action **Approve Absence** Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it. - Action **Create Expense** Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID. - Action **Create Note** Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID. - Action **Create Organization** Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID. - Action **Create Project** Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID. - Action **Create Rate** Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID. - Action **Create Reminder** Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time. - Action **Create Tag** Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID. - Action **Create Task** Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration. - Action **Create Team** Creates a team inside a Timesheet organization. Returns the new team with its ID. - Action **Create Todo** Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID. - Action **Delete Expense** Deletes an expense from Timesheet. Returns confirmation that the expense was removed. - Action **Delete Note** Deletes a note from Timesheet. Returns confirmation that the note was removed. - Action **Delete Organization** Deletes an organization from Timesheet. Returns confirmation that the organization was removed. - Action **Delete Project** Deletes a project from Timesheet. Returns confirmation that the project was removed. - Action **Delete Rate** Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed. - Action **Delete Reminder** Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed. - Action **Delete Tag** Deletes a tag from Timesheet. Returns confirmation that the tag was removed. - Action **Delete Task** Deletes a time entry from Timesheet. Returns confirmation that the entry was removed. - Action **Delete Team** Deletes a team from Timesheet. Returns confirmation that the team was removed. - Action **Delete Todo** Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed. - Action **Find Absence** Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches. - Action **Find Expense** Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Note** Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Organization** Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case. - Action **Find Project** Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches. - Action **Find Rate** Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Reminder** Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case. - Action **Find Tag** Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Task** Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches. - Action **Find Team** Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches. - Action **Find Todo** Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches. - Action **Get Current Timer** Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking. - Action **Get Project** Returns one Timesheet project by ID, including its client, settings and tracked totals. - Action **Get Rate** Returns one Timesheet pay rate by ID, including its multiplier and extra amount. - Action **Get Tag** Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time. - Action **Get Task** Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags. - Action **Get Team** Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts. - Action **Pause Timer** Pauses the running timer, starting a break. Returns the timer with its new paused state. - Action **Resume Timer** Resumes a paused timer, ending the current break. Returns the timer with its new running state. - Action **Send Report** Generates a timesheet report for the chosen period and emails it to the given address. - Action **Start Timer** Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking. - Action **Stop Timer** Stops the running timer and closes out the time entry it was tracking. - Action **Update Expense** Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values. - Action **Update Note** Updates an existing note's text, date or attachment. Fields left blank keep their current values. - Action **Update Organization** Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values. - Action **Update Project** Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values. - Action **Update Rate** Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values. - Action **Update Reminder** Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values. - Action **Update Tag** Updates an existing tag's name, colour or archived state. Fields left blank keep their current values. - Action **Update Task** Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values. - Action **Update Team** Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values. - Action **Update Todo** Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Timesheet** Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push...](https://apiant.ai/connections/timesheet) 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 Timesheet - [ **Teamleader Focus to Timesheet** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connect/teamleader-focus-to-timesheet) - [ **HubSpot to Timesheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timesheet) - [ **Salesforce to Timesheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timesheet) - [ **Slack to Timesheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timesheet) - [ **Gmail to Timesheet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timesheet) - [ **Google Calendar to Timesheet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timesheet) Questions ## Formstack Documents and Timesheet, 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 Timesheet when something happens in Formstack Documents? Any of Timesheet's 53 actions, including Create Expense, Create Note, Create Organization and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timesheet to Formstack Documents? Yes. When something happens in Timesheet, your agent can act in Formstack Documents too. This page covers both directions: Timesheet's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or Timesheet? 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 Timesheet 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.