--- title: "Connect NoteForms to InvestorBase - APIANT.ai" description: "When \"New Submission\" fires in NoteForms, your agent runs \"Get buyer deal history\" in InvestorBase." canonical: "https://apiant.ai/connect/noteforms-to-investorbase" --- # Connect NoteForms to InvestorBase When **New Submission** fires in [NoteForms](https://apiant.ai/connections/noteforms), your agent runs **Get buyer deal history** in [InvestorBase](https://apiant.ai/connections/investorbase). Describe the whole flow and it is built, tested on every scenario and kept running. NoteForms **1** trigger InvestorBase **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want NoteForms and InvestorBase 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 NoteForms can start in InvestorBase - When **New Submission** in NoteForms then **Get buyer deal history** in InvestorBase - When **New Submission** in NoteForms then **Find buyers by criteria** in InvestorBase 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 NoteForms and InvestorBase ## Triggers and actions 1 trigger · 7 actions - Trigger **New Submission** Triggers when a new submission is created. - Action **Find buyers by criteria** Finds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria. - Action **Find investor comps** Returns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property. - Action **Find retail comps** Returns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value. - Action **Get buyer deal history** Returns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought. - Action **Get buyer search results** Returns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running. - Action **Get investor market summary** Returns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics. - Action **Get usage** Returns your account's plan, current usage period, and how much of each API allowance the account and you have used this period. ## Each app on its own - [ **NoteForms** Create beautiful forms to fill your Notion databases.](https://apiant.ai/connections/noteforms) - [ **InvestorBase** InvestorBase is a tool for real estate investors to find house flippers and landlords.](https://apiant.ai/connections/investorbase) Reviews ## What our customers say ## More from NoteForms - [ **NoteForms to Fluent Support** WordPress helpdesk plugin for managing customer support tickets, with REST API and webhook integrations.](https://apiant.ai/connect/noteforms-to-fluent-support) - [ **NoteForms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/noteforms-to-hubspot) - [ **NoteForms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/noteforms-to-salesforce) - [ **NoteForms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/noteforms-to-slack) - [ **NoteForms to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/noteforms-to-google-sheets) - [ **NoteForms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/noteforms-to-gmail) ## More into InvestorBase - [ **HubSpot to InvestorBase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-investorbase) - [ **Salesforce to InvestorBase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-investorbase) - [ **Slack to InvestorBase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-investorbase) - [ **Google Sheets to InvestorBase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-investorbase) - [ **Gmail to InvestorBase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-investorbase) - [ **Google Calendar to InvestorBase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-investorbase) Questions ## NoteForms and InvestorBase, answered ### ### What can start an automation from NoteForms? Any of NoteForms's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in InvestorBase when something happens in NoteForms? Any of InvestorBase's 7 actions, including Find buyers by criteria, Find investor comps, Find retail comps and Get buyer deal history. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from InvestorBase to NoteForms? InvestorBase has no triggers in the catalog today, so automations start in NoteForms. If you need the other direction, ask: your agent reads InvestorBase's API documentation and adds it. ### ### Do I have to build a connector for NoteForms or InvestorBase? 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 NoteForms and InvestorBase without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in InvestorBase 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.