--- title: "Connect OwnerRez to Formaloo - APIANT.ai" description: "When \"New inquiry\" fires in OwnerRez, your agent runs \"Update row\" in Formaloo." canonical: "https://apiant.ai/connect/ownerrez-to-formaloo" --- # Connect OwnerRez to Formaloo When **New inquiry** fires in [OwnerRez](https://apiant.ai/connections/ownerrez), your agent runs **Update row** in [Formaloo](https://apiant.ai/connections/formaloo). Describe the whole flow and it is built, tested on every scenario and kept running. OwnerRez **2** triggers OwnerRez **16** actions Formaloo **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OwnerRez and Formaloo 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 OwnerRez can start in Formaloo - When **New inquiry** in OwnerRez then **Update row** in Formaloo - When **New payment** in OwnerRez then **Get row** in Formaloo 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 OwnerRez and Formaloo ## Triggers and actions 2 triggers · 25 actions - Trigger **New inquiry** Triggers when a new inquiry is received in OwnerRez. - Trigger **New payment** Triggers when a new payment is recorded on a booking in OwnerRez. - Action **Add guest** Creates a new guest in OwnerRez with their name, contact details and marketing preferences. - Action **Add message** Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment. - Action **Add quote** Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email. - Action **Add Tag** Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez. - Action **Booking Lookup** Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values. - Action **Create Guest Updated Webhook Subscription** Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez. - Action **Delete guest** Removes a guest from your OwnerRez account. - Action **Guest Lookup** Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates. - Action **List bookings** Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time. - Action **List inquiries** Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date. - Action **List payments** Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date. - Action **List properties** Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method. - Action **Modify Booking** Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed. - Action **Property Lookup** Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values. - Action **Remove Tag** Removes a tag, by name, from an OwnerRez booking, guest, property or other record. - Action **Update guest** Updates an existing guest in OwnerRez, changing only the details you fill in. - Action **Add field** Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field. - Action **Add form** Creates a new form in your Formaloo workspace. - Action **Delete field** Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected. - Action **Delete row** Deletes a submitted row (form response) from a Formaloo form. - Action **Get row** Returns one submitted form row (response) by its slug, including its field values. - Action **List forms** Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term. - Action **List rows** Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters. - Action **Update field** Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value. - Action **Update row** Updates the status, tags, position or submission details of an existing Formaloo form row (submission). ## Each app on its own - [ **OwnerRez** OwnerRez is internationally recognized as a leader in the vacation rental industry for channel management...](https://apiant.ai/connections/ownerrez) - [ **Formaloo** Formaloo is a Customer Analytics & Customer Data Platform that translates your data into clear actions.](https://apiant.ai/connections/formaloo) Reviews ## What our customers say ## More from OwnerRez - [ **OwnerRez to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ownerrez-to-salesforce) - [ **OwnerRez to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ownerrez-to-slack) - [ **OwnerRez to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ownerrez-to-stripe) - [ **OwnerRez to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ownerrez-to-shopify) - [ **OwnerRez to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ownerrez-to-quickbooks-online) - [ **OwnerRez to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ownerrez-to-pipedrive) ## More into Formaloo - [ **HubSpot to Formaloo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-formaloo) - [ **Salesforce to Formaloo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-formaloo) - [ **Slack to Formaloo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-formaloo) - [ **Google Sheets to Formaloo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-formaloo) - [ **Gmail to Formaloo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-formaloo) - [ **Google Calendar to Formaloo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-formaloo) Questions ## OwnerRez and Formaloo, answered ### ### What can start an automation from OwnerRez? Any of OwnerRez's 2 triggers in the catalog, including New inquiry and New payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formaloo when something happens in OwnerRez? Any of Formaloo's 9 actions, including Update field, Update row, Add field and Add form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formaloo to OwnerRez? Formaloo has no triggers in the catalog today, so automations start in OwnerRez. If you need the other direction, ask: your agent reads Formaloo's API documentation and adds it. ### ### Do I have to build a connector for OwnerRez or Formaloo? 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 OwnerRez and Formaloo 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.