--- title: "Connect Webmecanik Pipeline to FormAPI - APIANT.ai" description: "When \"New Company\" fires in Webmecanik Pipeline, your agent runs \"Add folder\" in FormAPI." canonical: "https://apiant.ai/connect/webmecanik-pipeline-to-formapi" --- # Connect Webmecanik Pipeline to FormAPI When **New Company** fires in [Webmecanik Pipeline](https://apiant.ai/connections/webmecanik-pipeline), 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. Webmecanik Pipeline **6** triggers Webmecanik Pipeline **21** 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 Webmecanik Pipeline 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 Webmecanik Pipeline can start in FormAPI - When **New Company** in Webmecanik Pipeline then **Add folder** in FormAPI - When **New Contact** in Webmecanik Pipeline 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 Webmecanik Pipeline and FormAPI ## Triggers and actions 6 triggers · 31 actions - Trigger **New Company** Triggers when a new company is added in Webmecanik Pipeline. - Trigger **New Contact** Triggers when a new contact is added in Webmecanik Pipeline. - Trigger **New Opportunity** Triggers when a new opportunity is created in Webmecanik Pipeline. - Trigger **Updated Company** Triggers when a company is updated in Webmecanik Pipeline. - Trigger **Updated Contact** Triggers when a contact is created or updated in Webmecanik Pipeline. - Trigger **Updated Opportunity** Triggers when an opportunity is created or updated in Webmecanik Pipeline. - Action **Create Activity** Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline. - Action **Delete activity** Deletes an activity from Webmecanik Pipeline. - Action **Delete company** Deletes a company from Webmecanik Pipeline. - Action **Delete contact** Deletes a contact from Webmecanik Pipeline. - Action **Delete opportunity** Deletes an opportunity from Webmecanik Pipeline. - Action **Get company** Returns one company by its slug, including its tags and custom fields. - Action **Get contact** Returns one contact by its slug, including tags, companies, addresses and custom fields. - Action **Get opportunity** Returns one opportunity by its slug, including its pipeline, status, tags and custom fields. - Action **List companies** Returns all companies in your Webmecanik Pipeline account, including their custom fields. - Action **List contacts** Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number. - Action **List opportunities** Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline. - Action **List pipelines** Returns all sales pipelines visible to the connected Webmecanik Pipeline user. - Action **List statuses** Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline. - Action **List users** Returns all users in the Webmecanik Pipeline organization, with their name, email and role. - Action **Update activity** Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity. - Action **Update company** Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact. - Action **Update opportunity** Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply. - Action **Update or Create Company** Creates a company, or updates the existing one when a duplicate is found. - Action **Update or Create Contact** Creates a contact, or updates the existing contact with the same email address. - Action **Update or Create Opportunity** Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record. - 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 - [ **Webmecanik Pipeline** Webmecanik Pipeline is a European CRM. It transform your contacts into customers with an intuitive flow.](https://apiant.ai/connections/webmecanik-pipeline) - [ **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 Webmecanik Pipeline - [ **Webmecanik Pipeline to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/webmecanik-pipeline-to-zoom) - [ **Webmecanik Pipeline to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/webmecanik-pipeline-to-wix) - [ **Webmecanik Pipeline to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/webmecanik-pipeline-to-linkedin) - [ **Webmecanik Pipeline to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/webmecanik-pipeline-to-facebook) - [ **Webmecanik Pipeline to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/webmecanik-pipeline-to-anthropic) - [ **Webmecanik Pipeline to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/webmecanik-pipeline-to-supabase) ## 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](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 ## Webmecanik Pipeline and FormAPI, answered ### ### What can start an automation from Webmecanik Pipeline? Any of Webmecanik Pipeline's 6 triggers in the catalog, including New Company, New Contact, New Opportunity and Updated Company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FormAPI when something happens in Webmecanik Pipeline? 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 Webmecanik Pipeline? FormAPI has no triggers in the catalog today, so automations start in Webmecanik Pipeline. 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 Webmecanik Pipeline 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 Webmecanik Pipeline 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.