# Guides

Step-by-step setup guides for the tools that drive formbase: connect, pick a trigger or action, map fields, test.

## Guides

One job in one tool, click by click. The reference pages explain what each feature is; a guide shows how to set it up.

<p>
  Each guide was walked through in the real tool against a test workspace, and shows the day it was last checked. When a step needs the
  details of a payload or a setting, the guide links to the reference page instead of repeating it.
</p>

<h2 id="zapier">Zapier</h2>

<p>
  The <a href="https://zapier.com/apps/formbase/integrations">formbase app for Zapier</a> listens for submissions and request outcomes, and
  creates, finds, reminds and cancels requests. Start with connecting your workspace; every other guide assumes it is done.
</p>

<div class="not-prose grid gap-3 sm:grid-cols-2 mb-8">
  - [Connect formbase to Zapier](/guides/zapier/connect) — Sign in, pick the workspace, and see your forms in Zapier.
  - [Send public link submissions to another app](/guides/zapier/public-link-submissions) — New, edited or abandoned submissions to email, Sheets, Slack or a CRM.
  - [Send a request from a Zap](/guides/zapier/send-a-request) — Assign a form to one recipient, prefilled and with locked fields.
  - [Act on a request's outcome](/guides/zapier/request-outcome) — Run the next step when a recipient approves, declines or asks for changes.
  - [Look up, remind and cancel requests](/guides/zapier/manage-requests) — Look a request up by your own ID and act on it.
</div>

<h2 id="n8n">n8n</h2>

<p>
  The formbase community node for self-hosted n8n does the same as the Zapier app: it listens for submissions and request outcomes, and
  creates, finds, reminds and cancels requests. It can also pause a workflow until the recipient answers. Start with installing the node.
</p>

<div class="not-prose grid gap-3 sm:grid-cols-2 mb-8">
  - [Install the formbase node in n8n](/guides/n8n/install-the-node) — Give n8n a public HTTPS address and install the community node.
  - [Connect formbase to n8n](/guides/n8n/connect) — Create the credential, sign in, and pick the workspace.
  - [Start an n8n workflow from public link submissions](/guides/n8n/public-link-submissions) — New, edited or abandoned submissions into the next node.
  - [Send a request from an n8n workflow](/guides/n8n/send-a-request) — Assign a form to one recipient, prefilled and with locked fields.
  - [Act on a request's outcome in n8n](/guides/n8n/request-outcome) — Branch on the verdict, from a trigger or by waiting in the same workflow.
  - [Look up, remind and cancel requests in n8n](/guides/n8n/manage-requests) — Look a request up by your own ID and act on it.
</div>

<h2 id="ai-agents">AI agents</h2>

<p>
  Claude, ChatGPT, Cursor and other AI tools reach formbase over MCP. Once connected, an agent builds and publishes forms, sends requests
  and reads the answers in one workspace.
</p>

<div class="not-prose grid gap-3 sm:grid-cols-2 mb-8">
  - [Connect an AI agent to formbase](/guides/ai-agents/connect) — Add the server URL to your AI tool, sign in, and pick the workspace.
  - [Build a form with an AI agent](/guides/ai-agents/build-a-form) — Describe the form, watch it in a preview, change it, and publish it.
  - [Send a request with an AI agent](/guides/ai-agents/send-a-request) — Ask one person to complete a form, prefilled, and read the answers back.
</div>

<h2 id="rest-api">REST API</h2>

<p>
  Any tool with an HTTP step, or your own code, can send requests through the <a href="/developers/rest-api">REST API</a> and receive the
  answers as a signed callback.
</p>

<div class="not-prose grid gap-3 sm:grid-cols-2 mb-8">
  - [Send a request with the REST API](/guides/rest-api/send-a-request) — Create a token, read the field keys, and create a prefilled request with curl.
  - [Receive and verify the callback](/guides/rest-api/verify-the-callback) — Run a receiver in Node or Python, check the signature, and read the answers.
</div>