# Connect RO App and Typeform

When **New Invoice Statuses** fires in [RO App](https://apiant.ai/connections/ro-app), your agent runs **Create Form** in [Typeform](https://apiant.ai/connections/typeform), or **New Form Response** in Typeform to **Add Lead Comment** in RO App. Describe the whole flow and it is built, tested on every scenario and kept running.

RO App **12** triggers RO App **39** actions Typeform **1** trigger Typeform **20** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want RO App and Typeform 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 RO App and Typeform can do together

### From RO App to Typeform

- When **New Invoice Statuses** in RO App then **Create Form** in Typeform
- When **New Order Items** in RO App then **Create or Update Webhook** in Typeform

### From Typeform to RO App

- When **New Form Response** in Typeform then **Add Lead Comment** in RO App
- When **New Form Response** in Typeform then **Add Order Comment** in RO App

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 RO App and Typeform

## Triggers and actions 13 triggers · 59 actions

- Trigger

**Ad Campaigns**

Triggers when a new ad campaign is added in RO App.

- Trigger

**Cash Flow Items**

Triggers when a new cash flow category (income or expense item) is added in RO App.

- Trigger

**Clients List**

Triggers when a new client (person contact) is added in RO App.

- Trigger

**Employees List**

Triggers when a new employee is added to the RO App company account.

- Trigger

**Lead Types**

Triggers when a new inquiry (lead) type is added to your RO App account.

- Trigger

**List of Services**

Triggers when a new service is added to the RO App service catalog.

- Trigger

**List of the Products**

Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

- Trigger

**Locations**

Triggers when a new location is added to your RO App company.

- Trigger

**New Invoice Statuses**

Triggers when a new invoice status is added to your RO App account.

- Trigger

**New Order Items**

Triggers when a new item (product or service) is added to the selected order.

- Trigger

**New Taxes**

Triggers when a new tax rate is added to the company in RO App.

- Trigger

**Order Statuses**

Triggers when a new order status is added to your RO App account.

- Action

**Add Booking Item**

Adds a product or service line item to an existing booking.

- Action

**Add Lead Comment**

Adds a comment to a lead (inquiry) in RO App.

- Action

**Add Order Comment**

Adds a comment to an existing order in RO App, optionally marked private.

- Action

**Add Task Comment**

Adds a comment to a task in RO App.

- Action

**Changing Order Status**

Changes the status of an order, optionally with a comment.

- Action

**Create a Client**

Creates a new client (person) in your RO App contacts.

- Action

**Create a Lead**

Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

- Action

**Create an Order**

Creates a new order in RO App for a client at a chosen location.

- Action

**Create an Order Item**

Adds a product or service line item to an existing order in RO App.

- Action

**Create an Order or Estimate**

Creates a new estimate in RO App for a client at a location.

- Action

**Create a Payment**

Records an income or expense payment in a cashbox in RO App.

- Action

**Create Asset**

Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

- Action

**Create Booking**

Creates a new booking for a client at a location with an assigned employee and time slot.

- Action

**Create Product**

Creates a new product in the RO App catalog.

- Action

**Create Service**

Creates a new service in the RO App catalog.

- Action

**Create Task**

Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

- Action

**Create Update_booking**

Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

- Action

**Find Product**

Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

- Action

**Find Service**

Finds services in the RO App catalog by name, barcode or category.

- Action

**Get Booking Items**

Returns all the service items on a specific booking.

- Action

**Get Client by ID**

Returns the details of a single client (person) by its ID.

- Action

**Get Estimate by ID**

Returns the full details of a single estimate, including its custom field values.

- Action

**Get Lead by ID**

Returns a single lead (inquiry) by its ID, including its custom fields.

- Action

**Get Order by Id**

Returns the full details of a single order by its ID.

- Action

**Get Prices**

Returns the list of price types (margins) configured for your company.

- Action

**Get Product by Id**

Returns a single product from your RO App catalog by its ID, including its custom fields.

- Action

**Get Product Categories**

Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

- Action

**Get Service Categories**

Returns the list of service categories in your RO App catalog, optionally under a parent category.

- Action

**Get Task**

Returns a single task by its ID, including all of its details.

- Action

**Get UOMs (Inits of Measure)**

Returns the list of product units of measure (UOMs) defined in the RO App account.

- Action

**Move Asset**

Moves an asset to a different warehouse.

- Action

**Search for Assets**

Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

- Action

**Search for Clients**

Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

- Action

**Search Task**

Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

- Action

**Update an Order Item**

Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

- Action

**Update an Order or Estimate**

Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

- Action

**Update_booking_item**

Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

- Action

**Update Client**

Updates an existing client (person) in RO App contacts.

- Action

**Update Product**

Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

- Trigger

**New Form Response**

Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.

- Action

**Create Form**

Create a new form. Provide the full form definition object (title, fields, etc.).

- Action

**Create or Update Webhook**

Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.

- Action

**Create Theme**

Create a new theme (name, colors, font, etc.).

- Action

**Create Workspace**

Create a new workspace with the given name.

- Action

**Delete Form**

Permanently delete a form by its form ID.

- Action

**Delete Theme**

Delete a theme by its ID.

- Action

**Delete Webhook**

Delete a webhook from a form by its tag.

- Action

**Delete Workspace**

Delete a workspace by ID.

- Action

**Get Account**

Retrieve the authenticated user's account/profile (/me).

- Action

**Get Form**

Retrieve a single form definition by its form ID.

- Action

**Get Theme**

Retrieve a single theme by its ID.

- Action

**Get Webhook**

Retrieve a single webhook on a form by its tag.

- Action

**Get Workspace**

Retrieve a single workspace by ID.

- Action

**List Forms**

Retrieve all forms in your Typeform account (paginated).

- Action

**List Images**

Retrieve all images in your account image library.

- Action

**List Responses**

Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).

- Action

**List Themes**

Retrieve all themes in your account (paginated).

- Action

**List Webhooks**

List all webhooks configured on a form.

- Action

**List Workspaces**

Retrieve all workspaces in your account (paginated).

- Action

**Update Form**

Replace an existing form definition (full PUT) by form ID.

## Each app on its own

- [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app)
- [ **Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connections/typeform)

Reviews

## What our customers say

## More from RO App

- [ **RO App to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ro-app-to-salesforce)
- [ **RO App to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ro-app-to-slack)
- [ **RO App to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ro-app-to-stripe)
- [ **RO App to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ro-app-to-shopify)
- [ **RO App to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/ro-app-to-trello)
- [ **RO App to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ro-app-to-zoom)

## More into Typeform

- [ **HubSpot to Typeform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-typeform)
- [ **Mailchimp to Typeform** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-typeform)
- [ **Stripe to Typeform** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-typeform)
- [ **Shopify to Typeform** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-typeform)
- [ **QuickBooks Online to Typeform** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-typeform)
- [ **Pipedrive to Typeform** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-typeform)

Questions

## RO App and Typeform, answered

###

### What can start an automation from RO App?

Any of RO App's 12 triggers in the catalog, including New Invoice Statuses, New Order Items, New Taxes and Ad Campaigns. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Typeform when something happens in RO App?

Any of Typeform's 20 actions, including Create Form, Create or Update Webhook, Create Theme and Create Workspace. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Typeform to RO App?

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

###

### Do I have to build a connector for RO App or Typeform?

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.
