Integration
Connect Formstack and Sally
When New Form fires in Formstack, your agent runs Create Task in Sally, or New Recording in Sally to Create Folder in Formstack. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Formstack and Sally to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Formstack and Sally can do together
From Formstack to Sally
When New Form in Formstack
then Create Task in Sally
When New Form in Formstack
then Update Task in Sally
From Sally to Formstack
When New Recording in Sally
then Create Folder in Formstack
When New Summary for Appointment Created in Sally
then Create Form in Formstack
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 Sally
Triggers and actions 4 triggers · 33 actions
Trigger
New FormTriggers when a new form is created in the account.
Action
Copy FormCreate a copy of an existing form.
Action
Create FolderCreate a new form folder.
Action
Create FormCreate a new form.
Action
Create Form FieldAdd a new field to a form.
Action
Create SubmissionSubmit data to a form. Field values are passed as field_<id> keys.
Action
Create WebhookCreate a webhook on a form that POSTs to a URL when a submission is received.
Action
Delete folderDelete a folder.
Action
Delete FormDelete a form by ID.
Action
Delete SubmissionDelete a submission by ID.
Action
Delete WebhookDelete a webhook by ID.
Action
Get folderGet a folder by id.
Action
Get FormRetrieve details for a single form by ID.
Action
Get form fieldGet one field on a form.
Action
List Form ConfirmationsList confirmation emails configured on a form.
Action
List Form FieldsList all fields on a form.
Action
List form notificationsList notification emails for a form.
Action
List WebhooksList webhooks configured on a form.
Action
Update folderUpdate a folder.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Formstack and Sally, 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 Sally when something happens in Formstack?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Formstack?
Yes. When something happens in Sally, your agent can act in Formstack too. This page covers both directions: Sally's triggers and Formstack's actions are listed here as well.
Do I have to build a connector for Formstack or Sally?
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 Sally 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.