--- title: "Connect Formstack to DocsBot AI - APIANT.ai" description: "When \"New Form\" fires in Formstack, your agent runs \"Add lead\" in DocsBot AI." canonical: "https://apiant.ai/connect/formstack-to-docsbot-ai" --- # Connect Formstack to DocsBot AI When **New Form** fires in [Formstack](https://apiant.ai/connections/formstack), your agent runs **Add lead** in [DocsBot AI](https://apiant.ai/connections/docsbot-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack **1** trigger Formstack **18** actions DocsBot AI **13** 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 and DocsBot AI 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 can start in DocsBot AI - When **New Form** in Formstack then **Add lead** in DocsBot AI - When **New Form** in Formstack then **Chat Agent Message (Recommended)** in DocsBot AI 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 and DocsBot AI ## Triggers and actions 1 trigger · 31 actions - Trigger **New Form** Triggers when a new form is created in the account. - Action **Copy Form** Create a copy of an existing form. - Action **Create Folder** Create a new form folder. - Action **Create Form** Create a new form. - Action **Create Form Field** Add a new field to a form. - Action **Create Submission** Submit data to a form. Field values are passed as field_ keys. - Action **Create Webhook** Create a webhook on a form that POSTs to a URL when a submission is received. - Action **Delete folder** Delete a folder. - Action **Delete Form** Delete a form by ID. - Action **Delete Submission** Delete a submission by ID. - Action **Delete Webhook** Delete a webhook by ID. - Action **Get folder** Get a folder by id. - Action **Get Form** Retrieve details for a single form by ID. - Action **Get form field** Get one field on a form. - Action **List Form Confirmations** List confirmation emails configured on a form. - Action **List Form Fields** List all fields on a form. - Action **List form notifications** List notification emails for a form. - Action **List Webhooks** List webhooks configured on a form. - Action **Update folder** Update a folder. - Action **Add bot** Creates a new DocsBot bot in a team, optionally copying sources from an existing bot. - Action **Add lead** Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record. - Action **Add source** Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot. - Action **Ask Question (Legacy)** Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history. - Action **Chat Agent Message (Recommended)** Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history. - Action **Create Web Source** Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source. - Action **Delete bot** Permanently deletes a bot from a DocsBot team. - Action **Delete lead** Deletes one captured lead record from a DocsBot bot. - Action **Delete source** Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards. - Action **Get bot** Returns one DocsBot bot with its settings, model, status and source counts. - Action **List bots** Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted. - Action **Semantic Search** Searches a bot's trained content and returns the most relevant source chunks for a natural-language query. - Action **Update bot** Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed. ## Each app on its own - [ **Formstack** Formstack is an online form builder and workplace productivity platform.](https://apiant.ai/connections/formstack) - [ **DocsBot AI** DocsBot AI provides instant & accurate answers for you, your customers, or your team with AI powered...](https://apiant.ai/connections/docsbot-ai) Reviews ## What our customers say ## More from Formstack - [ **Formstack to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/formstack-to-streak) - [ **Formstack to NetHunt CRM** NetHunt CRM ties to Gmail and other Google Workspace apps you work in, automates data flow, and makes...](https://apiant.ai/connect/formstack-to-nethunt-crm) - [ **Formstack to Pushbullet** Pushbullet lets you send and receive pushes (notes, links, files) across your devices and to people, and...](https://apiant.ai/connect/formstack-to-pushbullet) - [ **Formstack to Wrike** Wrike is a flexible project management and collaboration platform that enables you to organize your...](https://apiant.ai/connect/formstack-to-wrike) - [ **Formstack to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/formstack-to-hubspot) - [ **Formstack to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/formstack-to-salesforce) ## More into DocsBot AI - [ **HubSpot to DocsBot AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docsbot-ai) - [ **Salesforce to DocsBot AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docsbot-ai) - [ **Slack to DocsBot AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docsbot-ai) - [ **Google Sheets to DocsBot AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-docsbot-ai) - [ **Gmail to DocsBot AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docsbot-ai) - [ **Google Calendar to DocsBot AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docsbot-ai) Questions ## Formstack and DocsBot AI, answered ### ### What can start an automation from Formstack? Any of Formstack's 1 trigger in the catalog, including New Form. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocsBot AI when something happens in Formstack? Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocsBot AI to Formstack? DocsBot AI has no triggers in the catalog today, so automations start in Formstack. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it. ### ### Do I have to build a connector for Formstack or DocsBot AI? 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 and DocsBot AI 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.