# Connect Paperform and TouchBasePro

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

Paperform **3** triggers Paperform **2** 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 Paperform and TouchBasePro 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 Paperform and TouchBasePro can do together

### From Paperform to TouchBasePro

- When **New Form Submission** in Paperform then **Send Smart Email** in TouchBasePro
- When **New Papersign Document Completed** in Paperform then **Add List** in TouchBasePro

### From TouchBasePro to Paperform

- When **New Subscriber** in TouchBasePro then **Create Space** in Paperform
- When **Updated Subscriber** in TouchBasePro then **Update Space** in Paperform

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 Paperform and TouchBasePro

## Triggers and actions 6 triggers · 8 actions

- Trigger

**New Form Submission**

Triggers when a new submission is received for a form.

- Trigger

**New Papersign Document Completed**

Fires when a Papersign document is fully signed by all participants. Webhook-delivered via Papersign Webhooks event subscription.

- Trigger

**New Partial Form Submission**

Triggers when a new partial submission is received for a form.

- Action

**Create Space**

Creates a Papersign space to organise documents, and optionally opens it to your team.

- Action

**Update Space**

Renames a Paperform space.

- 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

- [ **Paperform** A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on...](https://apiant.ai/connections/paperform)
- [ **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 Paperform

- [ **Paperform to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paperform-to-salesforce)
- [ **Paperform to Google Sheets** Google Sheets](https://apiant.ai/connect/paperform-to-google-sheets)
- [ **Paperform to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/paperform-to-gmail)
- [ **Paperform to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paperform-to-stripe)
- [ **Paperform to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paperform-to-shopify)
- [ **Paperform to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paperform-to-quickbooks-online)

## 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

## Paperform and TouchBasePro, answered

###

### What can start an automation from Paperform?

Any of Paperform's 3 triggers in the catalog, including New Form Submission, New Papersign Document Completed and New Partial Form Submission. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in TouchBasePro when something happens in Paperform?

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 Paperform?

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

###

### Do I have to build a connector for Paperform 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.

###

### Can my AI client use Paperform and TouchBasePro 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.
