Integration
Connect Copper and Formstack Documents
When New Activity fires in Copper, your agent runs Create Document in Formstack Documents, or New Merged Document in Formstack Documents to Create Lead in Copper. 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 Copper and Formstack Documents 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)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 Copper and Formstack Documents can do together
From Copper to Formstack Documents
When New Activity in Copper
then Create Document in Formstack Documents
From Formstack Documents to Copper
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 Copper and Formstack Documents
Triggers and actions 18 triggers · 37 actions
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
- New Merged Document
Triggers when a merged/populated document is created.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Delete Data Route
Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
- Delete Document
Deletes a document template from Formstack Documents.
- 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.
- 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.
- 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.
- List Data Routes
Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.
- List Documents
Returns your Formstack Documents templates, each with its name, type, output format and merge URL.
- 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.
- 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.
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
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Questions
Copper and Formstack Documents, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. 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 Copper?
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 Copper?
Yes. When something happens in Formstack Documents, your agent can act in Copper too. This page covers both directions: Formstack Documents's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper 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 Copper 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.