# Connect Formstack and TouchBasePro

When **New Form** fires in [Formstack](https://apiant.ai/connections/formstack), your agent runs **Send Smart Email** in [TouchBasePro](https://apiant.ai/connections/touchbasepro), or **New Subscriber** in TouchBasePro to **Create Folder** in Formstack. Describe the whole flow and it is built, tested on every scenario and kept running.

Formstack **1** trigger Formstack **18** actions TouchBasePro **3** triggers TouchBasePro **6** 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 TouchBasePro 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 and TouchBasePro can do together

### From Formstack to TouchBasePro

- When **New Form** in Formstack then **Send Smart Email** in TouchBasePro
- When **New Form** in Formstack then **Add List** in TouchBasePro

### From TouchBasePro to Formstack

- When **New Subscriber** in TouchBasePro then **Create Folder** in Formstack
- When **Updated Subscriber** in TouchBasePro 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 TouchBasePro

## Triggers and actions 4 triggers · 24 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_<id> 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.

- Trigger

**New Subscriber**

Triggers when a new subscriber is added to a list.

- Trigger

**Unsubscribed Subscriber**

Triggers when a subscriber unsubscribes from a list.

- Trigger

**Updated Subscriber**

Triggers when an active subscriber on a list is added or has their details changed.

- Action

**Add List**

Creates a new subscriber list in your TouchBasePro account and returns its list id.

- Action

**Add Subscriber**

Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.

- Action

**Get Subscriber**

Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.

- Action

**Send Smart Email**

Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.

- Action

**Unsubscribe Subscriber**

Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.

- Action

**Update Subscriber**

Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.

## Each app on its own

- [ **Formstack** Formstack is an online form builder and workplace productivity platform.](https://apiant.ai/connections/formstack)
- [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro)

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 TouchBasePro

- [ **HubSpot to TouchBasePro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-touchbasepro)
- [ **Salesforce to TouchBasePro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-touchbasepro)
- [ **Slack to TouchBasePro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-touchbasepro)
- [ **Google Sheets to TouchBasePro** Google Sheets](https://apiant.ai/connect/google-sheets-to-touchbasepro)
- [ **Gmail to TouchBasePro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-touchbasepro)
- [ **Google Calendar to TouchBasePro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-touchbasepro)

Questions

## Formstack and TouchBasePro, 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 TouchBasePro when something happens in Formstack?

Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from TouchBasePro to Formstack?

Yes. When something happens in TouchBasePro, your agent can act in Formstack too. This page covers both directions: TouchBasePro's triggers and Formstack's actions are listed here as well.

###

### Do I have to build a connector for Formstack or TouchBasePro?

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.
