# Formstack Documents integrations Connect Formstack Documents to any other app, or use it from your AI client over MCP. Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money. Connects with an API key[webmerge.me](https://webmerge.me/) **1** trigger **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 to automate with Formstack Documents? 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) Popular ## Formstack Documents with the apps people pair it with most - [ **Formstack Documents to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/formstack-documents-to-hubspot) - [ **Formstack Documents to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/formstack-documents-to-salesforce) - [ **Formstack Documents to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/formstack-documents-to-slack) - [ **Formstack Documents to Google Sheets** Google Sheets](https://apiant.ai/connect/formstack-documents-to-google-sheets) - [ **Formstack Documents to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/formstack-documents-to-gmail) - [ **Formstack Documents to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/formstack-documents-to-google-calendar) - [ **Formstack Documents to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/formstack-documents-to-google-drive) - [ **Formstack Documents to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/formstack-documents-to-mailchimp) Pair it ## Connect Formstack Documents with another app - [ **Formstack Documents to HubSpot** ](https://apiant.ai/connect/formstack-documents-to-hubspot) - [ **Formstack Documents to Salesforce** ](https://apiant.ai/connect/formstack-documents-to-salesforce) - [ **Formstack Documents to Slack** ](https://apiant.ai/connect/formstack-documents-to-slack) - [ **Formstack Documents to Google Sheets** ](https://apiant.ai/connect/formstack-documents-to-google-sheets) - [ **Formstack Documents to Gmail** ](https://apiant.ai/connect/formstack-documents-to-gmail) - [ **Formstack Documents to Google Calendar** ](https://apiant.ai/connect/formstack-documents-to-google-calendar) - [ **Formstack Documents to Google Drive** ](https://apiant.ai/connect/formstack-documents-to-google-drive) - [ **Formstack Documents to Mailchimp** ](https://apiant.ai/connect/formstack-documents-to-mailchimp) - [ **Formstack Documents to Stripe** ](https://apiant.ai/connect/formstack-documents-to-stripe) - [ **Shopify to Formstack Documents** ](https://apiant.ai/connect/shopify-to-formstack-documents) - [ **Formstack Documents to QuickBooks Online** ](https://apiant.ai/connect/formstack-documents-to-quickbooks-online) - [ **Formstack Documents to Pipedrive** ](https://apiant.ai/connect/formstack-documents-to-pipedrive) - [ **Formstack Documents to ActiveCampaign** ](https://apiant.ai/connect/formstack-documents-to-activecampaign) - [ **Formstack Documents to Notion** ](https://apiant.ai/connect/formstack-documents-to-notion) - [ **Airtable to Formstack Documents** ](https://apiant.ai/connect/airtable-to-formstack-documents) - [ **Trello to Formstack Documents** ](https://apiant.ai/connect/trello-to-formstack-documents) - [ **Formstack Documents to Asana** ](https://apiant.ai/connect/formstack-documents-to-asana) - [ **Formstack Documents to JIRA** ](https://apiant.ai/connect/formstack-documents-to-jira) - [ **ClickUp to Formstack Documents** ](https://apiant.ai/connect/clickup-to-formstack-documents) - [ **Formstack Documents to Zoom** ](https://apiant.ai/connect/formstack-documents-to-zoom) - [ **Discord to Formstack Documents** ](https://apiant.ai/connect/discord-to-formstack-documents) - [ **Formstack Documents to Twilio** ](https://apiant.ai/connect/formstack-documents-to-twilio) - [ **Formstack Documents to SendGrid** ](https://apiant.ai/connect/formstack-documents-to-sendgrid) - [ **Formstack Documents to Outlook** ](https://apiant.ai/connect/formstack-documents-to-outlook) - [ **Formstack Documents to Intercom** ](https://apiant.ai/connect/formstack-documents-to-intercom) - [ **Formstack Documents to Freshdesk** ](https://apiant.ai/connect/formstack-documents-to-freshdesk) - [ **Brevo to Formstack Documents** ](https://apiant.ai/connect/brevo-to-formstack-documents) - [ **Typeform to Formstack Documents** ](https://apiant.ai/connect/typeform-to-formstack-documents) - [ **Formstack Documents to JotForm** ](https://apiant.ai/connect/formstack-documents-to-jotform) - [ **Calendly to Formstack Documents** ](https://apiant.ai/connect/calendly-to-formstack-documents) - [ **Formstack Documents to PandaDoc** ](https://apiant.ai/connect/formstack-documents-to-pandadoc) - [ **Webflow to Formstack Documents** ](https://apiant.ai/connect/webflow-to-formstack-documents) - [ **Formstack Documents to Wix** ](https://apiant.ai/connect/formstack-documents-to-wix) - [ **Formstack Documents to LinkedIn** ](https://apiant.ai/connect/formstack-documents-to-linkedin) - [ **Formstack Documents to Facebook** ](https://apiant.ai/connect/formstack-documents-to-facebook) - [ **Formstack Documents to Instagram** ](https://apiant.ai/connect/formstack-documents-to-instagram) - [ **Formstack Documents to OpenAI** ](https://apiant.ai/connect/formstack-documents-to-openai) - [ **Formstack Documents to Anthropic** ](https://apiant.ai/connect/formstack-documents-to-anthropic) - [ **Formstack Documents to OneDrive** ](https://apiant.ai/connect/formstack-documents-to-onedrive) - [ **Formstack Documents to Google Docs** ](https://apiant.ai/connect/formstack-documents-to-google-docs) - [ **Formstack Documents to Ontraport** ](https://apiant.ai/connect/formstack-documents-to-ontraport) - [ **Formstack Documents to Freshworks CRM** ](https://apiant.ai/connect/formstack-documents-to-freshworks-crm) - [ **Formstack Documents to GoHighLevel** ](https://apiant.ai/connect/formstack-documents-to-gohighlevel) - [ **Capsule CRM to Formstack Documents** ](https://apiant.ai/connect/capsule-crm-to-formstack-documents) - [ **Copper to Formstack Documents** ](https://apiant.ai/connect/copper-to-formstack-documents) - [ **Formstack Documents to Streak** ](https://apiant.ai/connect/formstack-documents-to-streak) - [ **Formstack Documents to NetHunt CRM** ](https://apiant.ai/connect/formstack-documents-to-nethunt-crm) - [ **Formstack Documents to MINDBODY** ](https://apiant.ai/connect/formstack-documents-to-mindbody) - [ **Formstack Documents to Supabase** ](https://apiant.ai/connect/formstack-documents-to-supabase) - [ **Formstack Documents to PostgreSQL** ](https://apiant.ai/connect/formstack-documents-to-postgresql) - [ **Formstack Documents to MySQL** ](https://apiant.ai/connect/formstack-documents-to-mysql) - [ **Formstack Documents to Vercel** ](https://apiant.ai/connect/formstack-documents-to-vercel) - [ **Formstack Documents to ElevenLabs** ](https://apiant.ai/connect/formstack-documents-to-elevenlabs) - [ **Formstack Documents to PagerDuty** ](https://apiant.ai/connect/formstack-documents-to-pagerduty) - [ **Formstack Documents to Pushover** ](https://apiant.ai/connect/formstack-documents-to-pushover) - [ **Formstack Documents to Gravity Forms** ](https://apiant.ai/connect/formstack-documents-to-gravity-forms) - [ **Formstack Documents to HubSpot Enterprise** ](https://apiant.ai/connect/formstack-documents-to-hubspot-enterprise) - [ **Formstack Documents to Google Forms** ](https://apiant.ai/connect/formstack-documents-to-google-forms) - [ **Formstack Documents to monday.com** ](https://apiant.ai/connect/formstack-documents-to-monday-com) - [ **Formstack Documents to Google Ads** ](https://apiant.ai/connect/formstack-documents-to-google-ads) What your agent can do with Formstack Documents ## Triggers and actions 1 trigger · 15 actions - 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. ## Related apps - [ **Affinda to Formstack Documents** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connect/affinda-to-formstack-documents) - [ **Airparser to Formstack Documents** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connect/airparser-to-formstack-documents) - [ **Formstack Documents to Alai** Alai is an AI presentation tool that turns rough ideas into complete slides by providing multiple layout...](https://apiant.ai/connect/formstack-documents-to-alai) - [ **Formstack Documents to Algodocs** Algodocs is an Intelligent Document Processing tool for automating data extraction from PDFs and images and...](https://apiant.ai/connect/formstack-documents-to-algodocs) - [ **Better Proposals to Formstack Documents** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connect/better-proposals-to-formstack-documents) - [ **Certifier to Formstack Documents** Certifier is a professional certificate-making tool that enables you to issue, manage, and track...](https://apiant.ai/connect/certifier-to-formstack-documents) - [ **Conversion Tools to Formstack Documents** Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.](https://apiant.ai/connect/conversion-tools-to-formstack-documents) - [ **Formstack Documents to ConvertAPI PDF Tools** ConvertAPI PDF Tools is a file automation service to convert PDFs, images and Office files, plus merge...](https://apiant.ai/connect/formstack-documents-to-convertapi-pdf-tools) [More in Documents](https://apiant.ai/apps/documents) Reviews ## What our customers say Questions ## Formstack Documents, answered ### ### Is there a Formstack Documents MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Formstack Documents. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Formstack Documents. Nothing to install. ### ### What can start an automation from Formstack Documents? Any of Formstack Documents's 1 trigger in the catalog, including New Merged Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Formstack Documents? 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. ### ### Which apps can Formstack Documents connect to? Any app in the catalog; the list on this page pairs Formstack Documents with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.