# Connect Formstack Documents and Toggl Track When **New Merged Document** fires in [Formstack Documents](https://apiant.ai/connections/formstack-documents), your agent runs **Create Task** in [Toggl Track](https://apiant.ai/connections/toggl-track), or **New Activity (Any Type)** in Toggl Track 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 Toggl Track **8** triggers Toggl Track **35** 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 Toggl Track to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Toggl Track can do together ### From Formstack Documents to Toggl Track - When **New Merged Document** in Formstack Documents then **Create Task** in Toggl Track - When **New Merged Document** in Formstack Documents then **Add Project Member** in Toggl Track ### From Toggl Track to Formstack Documents - When **New Activity (Any Type)** in Toggl Track then **Create Document** in Formstack Documents - When **New Client** in Toggl Track 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 Toggl Track ## Triggers and actions 9 triggers · 50 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 Activity (Any Type)** Triggers when any record in the chosen Toggl Track workspace is created, updated or deleted (time entries, projects, clients, tags, tasks and more). - Trigger **New Client** Triggers when a new client is added to the selected Toggl Track workspace. - Trigger **New Project** Triggers when a new project is created in the selected Toggl Track workspace. - Trigger **New Tag** Triggers when a new tag is created in a Toggl Track workspace. - Trigger **New Task** Triggers when a new task is created in a Toggl Track workspace. - Trigger **New Time Entry** Triggers when a new time entry is added for the connected Toggl Track user. - Trigger **New Time Entry Started** Triggers when a new time entry is started (or otherwise added) for the connected Toggl Track user. - Trigger **New Workspace** Triggers when the connected Toggl Track user gains access to a new workspace. - Action **Add Project Member** Adds a user to a project in a Toggl Track workspace, optionally as project manager with a custom hourly rate or labor cost. - Action **Create Client** Creates a new client in a Toggl Track workspace. - Action **Create Group** Creates a user group in a Toggl Track organization, optionally assigning users and workspaces to it. - Action **Create Project** Creates a new project in a Toggl Track workspace. - Action **Create Tag** Creates a new tag in a Toggl Track workspace. - Action **Create Task** Creates a task in a Toggl Track project. - Action **Create Time Entry** Creates a time entry in a Toggl Track workspace, either completed (with a stop time or duration) or running. - Action **Create User Invitation** Invites one or more people by email to a Toggl Track organization and its workspaces. Returns the created invitations. - Action **Delete Client** Deletes a client from a Toggl Track workspace. - Action **Delete Project** Deletes a project from a Toggl Track workspace, optionally deleting or unassigning its time entries. - Action **Delete Tag** Deletes a tag from a Toggl Track workspace. - Action **Delete Task** Deletes a task from a project in a Toggl Track workspace. - Action **Delete Time Entry** Deletes a time entry from a Toggl Track workspace. - Action **Fetch Groups** Returns the user groups in a Toggl Track organization, with their member users and assigned workspaces, optionally filtered by name or workspace. - Action **Find Client** Finds clients in a Toggl Track workspace whose name contains the given text. - Action **Find Project** Finds projects in a Toggl Track workspace by name, with optional filters such as client, status and billable. - Action **Find Tag** Finds tags in a Toggl Track workspace whose name contains the text you give. - Action **Find Task** Searches a workspace's tasks by name and returns the matching tasks, optionally narrowed to one project or by active state. - Action **Find Time Entries (Detailed Reports)** Searches a workspace's detailed report and returns the time entries that match the given dates and filters. - Action **Find Time Entries (Summary Reports)** Returns a summary report of time entries in a workspace for a date range, grouped (for example by project and user) and filtered by description, projects, clients, tags, tasks or users. - Action **Find Time Entry** Returns a single time entry, looked up by its id, that the connected user can access. - Action **Find User** Finds users in a Toggl Track workspace whose name or email matches the text you supply. - Action **Get Current time entry** Returns the time entry currently running for the connected Toggl Track user, if any. - Action **Get Current User** Returns the profile of the Toggl Track user whose account is connected, optionally with their clients, projects, tasks, tags, workspaces and time entries. - Action **Get Project Members** Returns the members of one or more projects in a Toggl Track workspace, including whether each member is a project manager and their rates. - Action **List of Workspace Users** Returns the users who belong to a Toggl Track workspace, directly or through a group, optionally filtered by name, email or status. - Action **Start Time Entry** Starts a new running time entry in a Toggl Track workspace. - Action **Stop Time Entry** Stops a running time entry in a Toggl Track workspace and returns the stopped entry. - Action **Update Client** Updates the name, notes or external reference of an existing client in a Toggl Track workspace. - Action **Update Project** Updates an existing project in a Toggl Track workspace — its name, client, color, dates, billing and other settings. Only the fields you fill in are changed. - Action **Update Project Member** Updates a user's membership on a Toggl Track project, such as their manager role, hourly rate or labor cost. - Action **Update Tag** Renames an existing tag in a Toggl Track workspace. - Action **Update Task** Updates an existing task in a Toggl Track project, changing its name, assignee, estimate, external reference, or done status. - Action **Update Time Entry** Updates an existing time entry in a Toggl Track workspace. Only the fields you fill in are changed. - Action **Update User** Updates the profile of the connected Toggl Track user, such as full name, email, timezone, default workspace, first day of the week or password. Only the fields you fill in are changed. ## Each app on its own - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) - [ **Toggl Track** Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work...](https://apiant.ai/connections/toggl-track) 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 Toggl Track - [ **HubSpot to Toggl Track** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-toggl-track) - [ **Salesforce to Toggl Track** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-toggl-track) - [ **Slack to Toggl Track** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-toggl-track) - [ **Google Sheets to Toggl Track** Google Sheets](https://apiant.ai/connect/google-sheets-to-toggl-track) - [ **Gmail to Toggl Track** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-toggl-track) - [ **Google Calendar to Toggl Track** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-toggl-track) Questions ## Formstack Documents and Toggl Track, 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 Toggl Track when something happens in Formstack Documents? Any of Toggl Track's 35 actions, including Create Client, Create Group, Create Project and Create Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Toggl Track to Formstack Documents? Yes. When something happens in Toggl Track, your agent can act in Formstack Documents too. This page covers both directions: Toggl Track's triggers and Formstack Documents's actions are listed here as well. ### ### Do I have to build a connector for Formstack Documents or Toggl Track? 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. ### ### 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.