--- title: "Connect OpnForm to LeadStation - APIANT.ai" description: "When \"New Submission\" fires in OpnForm, your agent runs \"Save Customer\" in LeadStation." canonical: "https://apiant.ai/connect/opnform-to-leadstation" --- # Connect OpnForm to LeadStation When **New Submission** fires in [OpnForm](https://apiant.ai/connections/opnform), your agent runs **Save Customer** in [LeadStation](https://apiant.ai/connections/leadstation). Describe the whole flow and it is built, tested on every scenario and kept running. OpnForm **1** trigger OpnForm **9** actions LeadStation **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OpnForm and LeadStation 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 OpnForm can start in LeadStation - When **New Submission** in OpnForm then **Save Customer** in LeadStation - When **New Submission** in OpnForm then **Create Opportunity** in LeadStation 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 OpnForm and LeadStation ## Triggers and actions 1 trigger · 12 actions - Trigger **New Submission** Fires instantly each time a new submission is received on the chosen OpnForm form. - Action **Add Form** Creates a new form in an OpnForm workspace. - Action **Add Submission** Submits data to a form programmatically. - Action **Delete Form** Deletes a form from OpnForm. - Action **Delete Submission** Deletes a submission from an OpnForm form. - Action **Get Form** Retrieves a single form by id. - Action **List Forms** Lists the forms in an OpnForm workspace (summary records without form fields; use Get Form for the full form). - Action **List Submissions** Lists submissions for a form. - Action **Update Form** Updates an existing form's fields/settings. - Action **Update Submission** Updates an existing form submission's data. - Action **Create Opportunity** Creates an opportunity in a LeadStation sales funnel for a company or person customer. - Action **Get Opportunity** Returns one opportunity by its ID, including its customer, owner, funnel phase, status, value and form field values. - Action **Save Customer** Creates a customer (a company or a person) in LeadStation with the given form field values. ## Each app on its own - [ **OpnForm** Integrate OpnForm to automate workflows! Seamlessly connect your forms with 2000+ apps to boost productivity...](https://apiant.ai/connections/opnform) - [ **LeadStation** Selling has never been easier with CRM LeadStation](https://apiant.ai/connections/leadstation) Reviews ## What our customers say ## More from OpnForm - [ **OpnForm to mail.gw** mail.gw is a disposable temporary-email service with a REST API.](https://apiant.ai/connect/opnform-to-mail-gw) - [ **OpnForm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/opnform-to-salesforce) - [ **OpnForm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/opnform-to-slack) - [ **OpnForm to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/opnform-to-stripe) - [ **OpnForm to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/opnform-to-shopify) - [ **OpnForm to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/opnform-to-quickbooks-online) ## More into LeadStation - [ **HubSpot to LeadStation** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadstation) - [ **Salesforce to LeadStation** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadstation) - [ **Slack to LeadStation** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadstation) - [ **Google Sheets to LeadStation** Google Sheets](https://apiant.ai/connect/google-sheets-to-leadstation) - [ **Gmail to LeadStation** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadstation) - [ **Google Calendar to LeadStation** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadstation) Questions ## OpnForm and LeadStation, answered ### ### What can start an automation from OpnForm? Any of OpnForm'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 LeadStation when something happens in OpnForm? Any of LeadStation's 3 actions, including Create Opportunity, Get Opportunity and Save Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadStation to OpnForm? LeadStation has no triggers in the catalog today, so automations start in OpnForm. If you need the other direction, ask: your agent reads LeadStation's API documentation and adds it. ### ### Do I have to build a connector for OpnForm or LeadStation? 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 OpnForm and LeadStation 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.