Integration
Connect Convirza and Formitize
When New Call fires in Convirza, your agent runs Create Client in Formitize, or New Client in Formitize to Update user in Convirza. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Convirza and Formitize to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Convirza and Formitize can do together
From Convirza to Formitize
When New Call in Convirza
then Create Client in Formitize
From Formitize to Convirza
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 Convirza and Formitize
Triggers and actions 3 triggers · 41 actions
- New Call
Triggers when a new tracked call is recorded.
- Add group
Creates a new group (organizational unit) in your Convirza account under the parent group you choose.
- Add phone number
Orders (purchases) a phone number from a carrier and reserves it in your Convirza inventory, returning the new number's id.
- Add SMS broadcast
Creates an SMS broadcast that sends a message to selected contacts or contact lists, immediately or at a scheduled time.
- Delete group
Deletes a group (organizational unit) in Convirza. The group's history is kept, but it no longer appears in active views.
- Delete SMS broadcast
Cancels a scheduled SMS broadcast so it is not sent. Fails if the broadcast is scheduled within the next 15 minutes or has already been sent.
- Delete User
Deletes a user.
- Find phone numbers
Searches for phone numbers available to order or provision, by area code, exchange, digit pattern or rate center.
- Get AI voice agent
Returns the full configuration of one AI voice agent, including its prompt, greeting, voice, phone number and knowledge base.
- Get Call
Returns one tracked call, with its caller, campaign, routing and disposition details.
- Get group
Returns the details of a single group (organizational unit), including its name, parent group, address and industry.
- Get Group Tree
Returns the organization's group hierarchy.
- Get SMS broadcast
Returns the details of one SMS broadcast, including its message, tracking number, recipients and next scheduled run.
- Get User
Returns one user by ID.
- List Ad Sources
Returns the advertising sources campaigns can be attributed to.
- List AI voice agents
Returns the AI voice agents configured in the account, optionally filtered by status, group or search text.
- List Calls
Returns tracked calls matching a date range and optional campaign, group, disposition and caller filters.
- List groups
Returns the sub-groups under your organization's group (or a chosen parent group), optionally filtered by name or status.
- List media prompts
Returns the call flow audio recordings (prompts, whispers and voicemails) available to a group and its parent groups.
- List phone numbers
Returns the tracking phone numbers provisioned in your Convirza account, optionally filtered by area code, exchange or number pattern.
- List SMS broadcasts
Returns SMS broadcasts with their status and delivery counts, optionally filtered by name, sender, status or date range (last 7 days by default).
- List SMS Conversations
Returns SMS conversation threads, filterable by date range and search text.
- List Users
Returns users in a group and its sub-groups, filterable by name, email and role.
- Update group
Updates only the supplied details of an existing group (organizational unit), such as its name, address or industry.
- Update user
Updates an existing Convirza user, changing only the details you fill in (name, email, role, status, group, ring-to number and permissions).
- New Client
Triggers when a new client is added.
- On Create Job
Triggers when a new job is created.
- Create Asset
Creates an asset of an asset type.
- Create Client
Creates a client with a billing name and optional primary contact and address.
- Create Job
Creates a job and optionally assigns it to an agent.
- Delete Asset
Deletes an asset.
- Delete Job
Deletes a job.
- Get Asset
Returns one asset.
- Get Client
Returns one client with its contacts and locations.
- Get Submitted Form
Returns one submitted form with its answers and attachments.
- List Assets
Returns assets of one asset type.
- List Asset Types
Returns the account's asset types and their columns.
- List Clients
Returns a page of clients with their billing name, primary contact, address and status.
- List Form Templates
Returns the account's form templates.
- List Jobs
Returns jobs, optionally filtered by status or assigned agent.
- List Lookup Databases
Returns the account's lookup databases.
- List Notifications
Returns notifications, open or completed.
- List Submitted Forms
Returns submitted forms, optionally filtered by form template, status, text or modified date.
- Update Client
Updates a client's billing name, primary contact or address.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Convirza and Formitize, answered
What can start an automation from Convirza?
Any of Convirza's 1 trigger in the catalog, including New Call. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Formitize when something happens in Convirza?
Any of Formitize's 17 actions, including Create Asset, Create Client, Create Job and Get Submitted Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Formitize to Convirza?
Yes. When something happens in Formitize, your agent can act in Convirza too. This page covers both directions: Formitize's triggers and Convirza's actions are listed here as well.
Do I have to build a connector for Convirza or Formitize?
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 Convirza and Formitize 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.