--- title: "Connect Teamwork and Formstack Documents - APIANT.ai" description: "When \"New Company\" fires in Teamwork, your agent runs \"Create Document\" in Formstack Documents." canonical: "https://apiant.ai/connect/teamwork-to-formstack-documents" --- # Connect Teamwork and Formstack Documents When **New Company** fires in [Teamwork](https://apiant.ai/connections/teamwork), your agent runs **Create Document** in [Formstack Documents](https://apiant.ai/connections/formstack-documents), or **New Merged Document** in Formstack Documents to **Add Message** in Teamwork. Describe the whole flow and it is built, tested on every scenario and kept running. Teamwork **6** triggers Teamwork **22** actions Formstack Documents **1** trigger Formstack Documents **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Teamwork and Formstack Documents 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 Teamwork and Formstack Documents can do together ### From Teamwork to Formstack Documents - When **New Company** in Teamwork then **Create Document** in Formstack Documents - When **New Milestone** in Teamwork then **Update Document** in Formstack Documents ### From Formstack Documents to Teamwork - When **New Merged Document** in Formstack Documents then **Add Message** in Teamwork - When **New Merged Document** in Formstack Documents then **Create Task** in Teamwork 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 Teamwork and Formstack Documents ## Triggers and actions 7 triggers · 37 actions - Trigger **New Company** Triggered when a new company is added. - Trigger **New Milestone** Triggered when a new milestone is added. - Trigger **New Person** Triggered when a new person is added. - Trigger **New Project** Triggered when a new project is added. - Trigger **New Task** Triggered when a new task is added. - Trigger **New Time Entry** Triggered when a new time entry is added. - Action **Add Company** Creates a new company. - Action **Add Message** Adds a message to the specified project. - Action **Add Milestone** Adds a new milestone to the specified project. - Action **Add Time Entry** Logs a time entry against the specified task. - Action **Complete Task** Marks a task as complete. - Action **Create Project** Adds a new project. - Action **Create Task** Adds a new task to the specified task list. - Action **Create Task List** Creates a new task list in the specified project. - Action **Delete Project** Deletes a project by ID. - Action **Delete Task** Deletes a task by ID. - Action **Get Project** Returns a single project by ID. - Action **Get Task** Returns a single task by ID. - Action **List Companies** Returns all companies on the site. - Action **List Milestones** Returns all milestones on the site. - Action **List People** Returns all people on the site. - Action **List Projects** Returns all projects on the Teamwork site. - Action **List Task Lists** Returns all task lists in the specified project. - Action **List Tasks** Returns all tasks across the site. - Action **List Tasks in Project** Returns all tasks in the specified project. - Action **List Time Entries** Returns time entries across the site. - Action **Update Project** Updates an existing project. - Action **Update Task** Updates an existing task. - Trigger **New Merged Document** Triggers when a merged/populated document is created. - Action **Combine Files** Joins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file. - Action **Convert File to PDF** Turns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF. - Action **Copy Document** Makes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields. - Action **Create Data Route** Creates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to. - Action **Create Data Route Merge** Sends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response. - Action **Create Document** Creates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it. - Action **Delete Data Route** Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted. - Action **Delete Document** Deletes a document template from Formstack Documents. - Action **Get Data Route** Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to. - Action **Get Document** Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML. - Action **Get Document Fields** Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it. - Action **List Data Routes** Returns your Formstack Documents data routes, each with its name, key and the URL to send data to. - Action **List Documents** Returns your Formstack Documents templates, each with its name, type, output format and merge URL. - Action **Update Data Route** Updates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is. - Action **Update Document** Updates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed. ## Each app on its own - [ **Teamwork** Project management software that lets you own the big picture — manage projects, tasks, milestones, time...](https://apiant.ai/connections/teamwork) - [ **Formstack Documents** Introducing Formstack Documents, formerly WebMerge.](https://apiant.ai/connections/formstack-documents) Reviews ## What our customers say ## More from Teamwork - [ **Teamwork to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/teamwork-to-salesforce) - [ **Teamwork to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/teamwork-to-zoom) - [ **Teamwork to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/teamwork-to-twilio) - [ **Teamwork to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/teamwork-to-webflow) - [ **Teamwork to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/teamwork-to-anthropic) - [ **Teamwork to Capsule CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/teamwork-to-capsule-crm) ## More into Formstack Documents - [ **Shopify to Formstack Documents** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-formstack-documents) - [ **Airtable to Formstack Documents** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formstack-documents) - [ **Trello to Formstack Documents** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-formstack-documents) - [ **ClickUp to Formstack Documents** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-formstack-documents) - [ **Discord to Formstack Documents** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formstack-documents) - [ **Brevo to Formstack Documents** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formstack-documents) Questions ## Teamwork and Formstack Documents, answered ### ### What can start an automation from Teamwork? Any of Teamwork's 6 triggers in the catalog, including New Company, New Milestone, New Person and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formstack Documents when something happens in Teamwork? Any of Formstack Documents's 15 actions, including Create Data Route, Create Data Route Merge, Create Document and Update Data Route. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formstack Documents to Teamwork? Yes. When something happens in Formstack Documents, your agent can act in Teamwork too. This page covers both directions: Formstack Documents's triggers and Teamwork's actions are listed here as well. ### ### Do I have to build a connector for Teamwork or Formstack Documents? 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 Teamwork and Formstack Documents 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.