--- title: "Connect Scoro to FormAPI - APIANT.ai" description: "When \"New Bill\" fires in Scoro, your agent runs \"Add folder\" in FormAPI. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/scoro-to-formapi" --- # Connect Scoro to FormAPI When **New Bill** fires in [Scoro](https://apiant.ai/connections/scoro), your agent runs **Add folder** in [FormAPI](https://apiant.ai/connections/formapi). Describe the whole flow and it is built, tested on every scenario and kept running. Scoro **22** triggers Scoro **20** actions FormAPI **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Scoro and FormAPI 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 Scoro can start in FormAPI - When **New Bill** in Scoro then **Add folder** in FormAPI - When **New Calendar Event** in Scoro then **Generate PDF** in FormAPI 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 Scoro and FormAPI ## Triggers and actions 22 triggers · 30 actions - Trigger **New Bill** Triggers when a new bill is created in Scoro. - Trigger **New Calendar Event** Triggers when a new calendar event is created in Scoro. - Trigger **New Company** Triggers when a new company is created in Scoro. - Trigger **New Invoice** Triggers when a new invoice is created in Scoro. - Trigger **New Order** Triggers when a new order is created in Scoro. - Trigger **New or Updated Bill** Triggers when a bill is created or changed in Scoro. - Trigger **New or Updated Calendar Event** Triggers when a calendar event is created or changed in Scoro. - Trigger **New or Updated Company** Triggers when a company is created or changed in Scoro. - Trigger **New or Updated Custom Entry** Triggers when an entry in a Scoro custom module is created or changed. - Trigger **New or Updated Expense** Triggers when a expense is created or changed in Scoro. - Trigger **New or Updated Invoice** Triggers when a invoice is created or changed in Scoro. - Trigger **New or Updated Order** Triggers when a order is created or changed in Scoro. - Trigger **New or Updated Person** Triggers when a person is created or changed in Scoro. - Trigger **New or Updated Project** Triggers when a project is created or changed in Scoro. - Trigger **New or Updated Purchase Order** Triggers when a purchase order is created or changed in Scoro. - Trigger **New or Updated Quote** Triggers when a quote is created or changed in Scoro. - Trigger **New or Updated Task** Triggers when a task is created or changed in Scoro. - Trigger **New Person** Triggers when a new person is created in Scoro. - Trigger **New Project** Triggers when a new project is created in Scoro. - Trigger **New Purchase Order** Triggers when a new purchase order is created in Scoro. - Trigger **New Quote** Triggers when a new quote is created in Scoro. - Trigger **New Task** Triggers when a new task is created in Scoro. - Action **Create Expense** Creates an expense in Scoro. - Action **Create or Update Company** Creates a company in Scoro, or updates it when an ID is given. - Action **Create or Update Custom Entry** Creates an entry in a Scoro custom module, or updates it when an ID is given. - Action **Create or Update Invoice** Creates a invoice in Scoro, or updates it when an ID is given. - Action **Create or Update Person** Creates a person in Scoro, or updates the person with the given ID. - Action **Create or Update Quote** Creates a quote in Scoro, or updates it when an ID is given. - Action **Create Time Entry on Task** Logs a time entry on an existing Scoro task. - Action **Find Company** Finds a company by name, ID, registration number or VAT number. - Action **Find Custom Entry by Custom Field** Finds an entry in a Scoro custom module by a custom field value. - Action **Find Invoice** Finds an invoice by invoice number. - Action **Find Order** Finds an order by order number. - Action **Find Person** Finds a person in Scoro by full name, email address or contact ID. - Action **Find Project** Finds a project by name or project number. - Action **Find Purchase Order** Finds a purchase order by its number. - Action **Find Quote** Finds a quote by quote number. - Action **Find Task by Custom Field** Finds a task by a custom field value. - Action **Find Task by Name** Finds a task by its name. - Action **Find User** Finds a Scoro user by email address. - Action **Mark Task as Done** Marks a Scoro task as done. - Action **Update Task Under a Project** Updates a task that belongs to a project. - Action **Add folder** Creates a new folder in DocSpring for organizing templates. - Action **Delete submission** Expire/delete a PDF submission so it is no longer downloadable. - Action **Generate PDF** Fill a PDF template with field data and generate a submission. - Action **Get combined submission** Checks the status of a combined submission (merged PDFs) and returns its download URL once processed. - Action **Get data request** Look up a submission data request (e.g. an e-signature request) by id. - Action **Get submission** Checks the status of a generated PDF submission and returns its details, including the download URL once processed. - Action **Get template** Looks up a DocSpring PDF template and returns its settings and document processing status. - Action **List folders** Lists the folders in the DocSpring account, optionally only those inside a given parent folder. - Action **Merge PDFs** Merges submission PDFs, template PDFs, custom files, other merged PDFs or PDFs at a URL into one combined PDF. The merge runs asynchronously; use Get combined submission to check when the download URL is ready. - Action **Request signature** Creates a PDF submission from a template and sends one person a request to fill in and sign their fields. The PDF is generated once they complete it. ## Each app on its own - [ **Scoro** Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage...](https://apiant.ai/connections/scoro) - [ **FormAPI** DocSpring is a service that helps you fill out and sign PDF templates.](https://apiant.ai/connections/formapi) Reviews ## What our customers say ## More from Scoro - [ **Scoro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/scoro-to-slack) - [ **Scoro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/scoro-to-stripe) - [ **Scoro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/scoro-to-shopify) - [ **Scoro to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/scoro-to-trello) - [ **Scoro to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/scoro-to-zoom) - [ **Scoro to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/scoro-to-twilio) ## More into FormAPI - [ **Xero to FormAPI** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connect/xero-to-formapi) - [ **HubSpot to FormAPI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-formapi) - [ **Salesforce to FormAPI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-formapi) - [ **Slack to FormAPI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-formapi) - [ **Google Sheets to FormAPI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-formapi) - [ **Gmail to FormAPI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-formapi) Questions ## Scoro and FormAPI, answered ### ### What can start an automation from Scoro? Any of Scoro's 22 triggers in the catalog, including New Bill, New Calendar Event, New Company and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FormAPI when something happens in Scoro? Any of FormAPI's 10 actions, including Add folder, Generate PDF, Get combined submission and Get data request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FormAPI to Scoro? FormAPI has no triggers in the catalog today, so automations start in Scoro. If you need the other direction, ask: your agent reads FormAPI's API documentation and adds it. ### ### Do I have to build a connector for Scoro or FormAPI? 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 Scoro and FormAPI 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.