# Automation guides Step-by-step setup guides for the tools that drive Formstep: connect, pick a trigger or action, map fields, test. Start with the tool’s connect guide: every other guide for that tool assumes it is done. ## Zapier The [Formstep app for Zapier](https://zapier.com/apps/formstep/integrations) works on every Formstep plan. Zapier shows it as **Beta**, as it does every new app for its first months. You connect it from inside a Zap; **Open in Zapier** on the workspace Integrations page opens it with ready-made Zaps. - [Connect Formstep to Zapier](https://formstep.io/docs/guides/zapier/connect/) — Sign in to Formstep from a Zap, pick the workspace Zapier may use, and check that your forms show up. - [Send public link submissions to another app](https://formstep.io/docs/guides/zapier/public-link-submissions/) — Start a Zap when someone submits, edits or abandons a form through its share link, and send the answers to email, Sheets, Slack or a CRM. - [Send a request from a Zap](https://formstep.io/docs/guides/zapier/send-a-request/) — Create a Formstep request from any Zapier trigger, prefill and lock the answers you already know, send the link, then find, remind or cancel the request from a later Zap. - [Act on a request's outcome](https://formstep.io/docs/guides/zapier/request-outcome/) — Start a Zap when a request is completed, expires or is canceled, and branch on whether the recipient approved, declined or asked for changes. ## Make The [Formstep app for Make](https://www.make.com/en/hq/app-invitation/19b85d47851b8e2054970a52663f8290) is in beta: it is shared by invitation until Make lists it in its app directory. You connect it from inside a scenario. - [Connect Formstep to Make](https://formstep.io/docs/guides/make/connect/) — Install the Formstep app in your Make organization, sign in from a scenario, and pick the workspace Make may use. - [Start a scenario from public link submissions](https://formstep.io/docs/guides/make/public-link-submissions/) — Run a Make scenario when someone submits, edits or abandons a form through its share link, and map each answer by its question. - [Send requests and act on their outcome](https://formstep.io/docs/guides/make/requests/) — Create a Formstep request from a Make scenario, prefill it per field, and run a scenario when the recipient completes it, it expires or is canceled. ## n8n The Formstep community node runs on self-hosted n8n. It can also pause a workflow until the recipient answers. The last four guides are worked examples. - [Install the Formstep node in n8n](https://formstep.io/docs/guides/n8n/install-the-node/) — Give a self-hosted n8n a public HTTPS address, install the n8n-nodes-formstep community node, and check that its triggers and actions show up. - [Connect Formstep to n8n](https://formstep.io/docs/guides/n8n/connect/) — Connect n8n to one Formstep workspace with an API key, or on self-hosted n8n by signing in with OAuth2, and check that your forms show up. - [Start an n8n workflow from public link submissions](https://formstep.io/docs/guides/n8n/public-link-submissions/) — Run an n8n workflow when someone submits, edits or abandons a form through its share link, and pass the answers to the next node. - [Send a request and act on its outcome](https://formstep.io/docs/guides/n8n/send-a-request/) — Create a Formstep request from an n8n workflow, prefill and lock what you already know, then wait for the answer in the same workflow or start another one when a request ends. - [Look up, remind and cancel requests in n8n](https://formstep.io/docs/guides/n8n/manage-requests/) — Find a request by your own External ID, read its status and answers, send the recipient a reminder, or cancel it, all from an n8n workflow. - [Get a manager's approval in n8n](https://formstep.io/docs/guides/n8n/approval-from-a-manager/) — Example: send an expense claim to the manager who approves it, pause the workflow until they decide, then route each outcome and no answer. - [Read a PDF with AI, then get it confirmed](https://formstep.io/docs/guides/n8n/read-a-pdf-with-ai/) — Example: an AI model reads a supplier invoice in n8n, a request prefilled with what it read goes to the supplier, and they confirm or correct each value. - [Collect the documents each case needs in n8n](https://formstep.io/docs/guides/n8n/collect-documents/) — Example: build the form from an insurance claim's checklist inside the request, so each person is asked for exactly the documents their case needs, then save each upload with the claim. - [Let an AI agent send requests from n8n](https://formstep.io/docs/guides/n8n/ai-agent-tool/) — Example: an onboarding assistant in n8n that has the Formstep node as a tool, so it can send a client a prefilled form, check how the request is going, and remind them. ## AI agents Claude, ChatGPT, Cursor and other AI tools connect to Formstep over MCP, then build forms, send requests and read the answers. - [Connect an AI agent to Formstep](https://formstep.io/docs/guides/ai-agents/connect/) — Add Formstep to Claude, ChatGPT, Cursor or any tool that supports remote MCP servers, sign in, and pick the workspace the agent may use. - [Build a form with an AI agent](https://formstep.io/docs/guides/ai-agents/build-a-form/) — Ask Claude, ChatGPT, Cursor or another connected agent to build a Formstep form, watch it take shape in a preview, change it, and publish it. - [Send a request with an AI agent](https://formstep.io/docs/guides/ai-agents/send-a-request/) — Ask a connected agent to send a Formstep request to one person, prefill and lock what you already know, and read the answers back when they are done. ## Your own code Developers who call Formstep from their own code or an HTTP step: start at [Developers](https://formstep.io/docs/developers/overview/).