--- title: "Connect Formstack to Retently - APIANT.ai" description: "When \"New Form\" fires in Formstack, your agent runs \"Create or Update Customer\" in Retently." canonical: "https://apiant.ai/connect/formstack-to-retently" --- # Connect Formstack to Retently When **New Form** fires in [Formstack](https://apiant.ai/connections/formstack), your agent runs **Create or Update Customer** in [Retently](https://apiant.ai/connections/retently). Describe the whole flow and it is built, tested on every scenario and kept running. Formstack **1** trigger Formstack **18** actions Retently **16** 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 Retently 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 Retently - When **New Form** in Formstack then **Create or Update Customer** in Retently - When **New Form** in Formstack then **Resubscribe customer** in Retently 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 Retently ## Triggers and actions 1 trigger · 34 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 **Apply Tag to Response** Adds a tag to a survey response. - Action **Apply Topic to Response** Adds a topic to a survey response. - Action **Create or Update Customer** Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties. - Action **Delete Customer** Deletes a customer and all their associated data from Retently, identified by email address. - Action **Find Company** Finds a Retently company by its website domain (or company ID) and returns its full record. - Action **Find Customer by Email** Returns up to 20 Retently customers that match the specified email address. - Action **Get campaign report** Returns NPS/CX score and response-volume report data for a campaign over a date range. - Action **Get Company** Fetches a company by ID. An error occurs if the company is not found. - Action **Get Customer** Fetches a customer by ID. An error occurs if the customer is not found. - Action **Get feedback** Retrieves a single survey response (feedback) by its Retently ID. - Action **Get latest score** Returns the most recent NPS/CX score snapshot for the account or a given campaign. - Action **List Campaigns** Lists the survey campaigns in the Retently account. - Action **List Companies** Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts. - Action **List Customers** Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter. - Action **Resubscribe customer** Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app. - Action **Unsubscribe Customer** Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message. ## Each app on its own - [ **Formstack** Formstack is an online form builder and workplace productivity platform.](https://apiant.ai/connections/formstack) - [ **Retently** Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys.](https://apiant.ai/connections/retently) Reviews ## What our customers say ## More from Formstack - [ **Formstack to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/formstack-to-klaviyo) - [ **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) ## More into Retently - [ **HubSpot to Retently** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retently) - [ **Salesforce to Retently** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retently) - [ **Slack to Retently** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retently) - [ **Google Sheets to Retently** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-retently) - [ **Gmail to Retently** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retently) - [ **Google Calendar to Retently** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retently) Questions ## Formstack and Retently, 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 Retently when something happens in Formstack? Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retently to Formstack? Retently has no triggers in the catalog today, so automations start in Formstack. If you need the other direction, ask: your agent reads Retently's API documentation and adds it. ### ### Do I have to build a connector for Formstack or Retently? 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 Retently 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.