Integration
Connect Formstack and SetSmart
When New Form fires in Formstack, your agent runs Set Lead to Booked in SetSmart, or New Lead in SetSmart 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 SetSmart 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)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 SetSmart can do together
From Formstack to SetSmart
When New Form in Formstack
then Set Lead to Booked in SetSmart
From SetSmart to 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 SetSmart
Triggers and actions 7 triggers · 25 actions
- New Form
Triggers when a new form is created in the account.
- Copy Form
Create a copy of an existing form.
- Create Folder
Create a new form folder.
- Create Form
Create a new form.
- Create Form Field
Add a new field to a form.
- Create Submission
Submit data to a form. Field values are passed as field_<id> keys.
- Create Webhook
Create a webhook on a form that POSTs to a URL when a submission is received.
- Delete folder
Delete a folder.
- Delete Form
Delete a form by ID.
- Delete Submission
Delete a submission by ID.
- Delete Webhook
Delete a webhook by ID.
- Get folder
Get a folder by id.
- Get Form
Retrieve details for a single form by ID.
- Get form field
Get one field on a form.
- List Form Confirmations
List confirmation emails configured on a form.
- List Form Fields
List all fields on a form.
- List form notifications
List notification emails for a form.
- List Webhooks
List webhooks configured on a form.
- Update folder
Update a folder.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
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 SetSmart, 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 SetSmart when something happens in Formstack?
Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Formstack?
Yes. When something happens in SetSmart, your agent can act in Formstack too. This page covers both directions: SetSmart's triggers and Formstack's actions are listed here as well.
Do I have to build a connector for Formstack or SetSmart?
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 SetSmart 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.