--- title: "Connect WPForms to Magic Heidi - APIANT.ai" description: "When \"New Form Entry\" fires in WPForms, your agent runs \"Create Invoice\" in Magic Heidi." canonical: "https://apiant.ai/connect/wpforms-to-magic-heidi" --- # Connect WPForms to Magic Heidi When **New Form Entry** fires in [WPForms](https://apiant.ai/connections/wpforms), your agent runs **Create Invoice** in [Magic Heidi](https://apiant.ai/connections/magic-heidi). Describe the whole flow and it is built, tested on every scenario and kept running. WPForms **1** trigger Magic Heidi **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WPForms and Magic Heidi 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 WPForms can start in Magic Heidi - When **New Form Entry** in WPForms then **Create Invoice** in Magic Heidi - When **New Form Entry** in WPForms then **Create Temporary Invoice (Not Saved to Your Account)** in Magic Heidi 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 WPForms and Magic Heidi ## Triggers and actions 1 trigger · 5 actions - Trigger **New Form Entry** Triggers when a new entry is submitted to a WPForms form (WPForms Pro, WordPress 6.9+). Returns the entry with its field values. - Action **Create Expense** Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense. - Action **Create Invoice** Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals. - Action **Create Temporary Invoice (Not Saved to Your Account)** Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account. - Action **Get Expense** Fetches an expense by ID. An error occurs if the expense is not found. - Action **Get Invoice** Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals. ## Each app on its own - [ **WPForms** WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms...](https://apiant.ai/connections/wpforms) - [ **Magic Heidi** Magic Heidi is a Swiss invoicing and bookkeeping tool for freelancers.](https://apiant.ai/connections/magic-heidi) Reviews ## What our customers say ## More from WPForms - [ **WPForms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/wpforms-to-hubspot) - [ **WPForms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/wpforms-to-salesforce) - [ **WPForms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/wpforms-to-slack) - [ **WPForms to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/wpforms-to-google-sheets) - [ **WPForms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/wpforms-to-gmail) - [ **WPForms to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/wpforms-to-google-calendar) ## More into Magic Heidi - [ **HubSpot to Magic Heidi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-magic-heidi) - [ **Salesforce to Magic Heidi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-magic-heidi) - [ **Slack to Magic Heidi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-magic-heidi) - [ **Google Sheets to Magic Heidi** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-magic-heidi) - [ **Gmail to Magic Heidi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-magic-heidi) - [ **Google Calendar to Magic Heidi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-magic-heidi) Questions ## WPForms and Magic Heidi, answered ### ### What can start an automation from WPForms? Any of WPForms's 1 trigger in the catalog, including New Form Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Magic Heidi when something happens in WPForms? Any of Magic Heidi's 5 actions, including Create Expense, Create Invoice, Create Temporary Invoice (Not Saved to Your Account) and Get Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Magic Heidi to WPForms? Magic Heidi has no triggers in the catalog today, so automations start in WPForms. If you need the other direction, ask: your agent reads Magic Heidi's API documentation and adds it. ### ### Do I have to build a connector for WPForms or Magic Heidi? 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 WPForms and Magic Heidi without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Magic Heidi 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.