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[01]Integration brief

FormdeskAI agent for Formdesk

Connect FormdeskAll plugins

Why teams connect Formdesk

Trooper agents connect to Formdesk through secure OAuth or API credentials synced to your private OpenClaw server.

Connect Formdesk through Composio.

Every action runs as a traced ticket on the unified board. Combine Formdesk with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.

Autonomous execution

Trooper agents call Formdesk APIs directly — search, read, write, and report back on traced tickets.

Approval gates

Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.

Multi-agent workflows

Combine Formdesk with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.

Automate Formdesk playbooks.

Event triggers, bi-directional sync, and notify paths — Formdesk connected to Trooper playbooks.

Deal updated
Trigger
Stage change
Validate fields
Notify AE
Formdesk pipeline
Forecast gate
Forecast accuracy+11 pts

What agents do with Formdesk

Search and summarize

Agent queries Formdesk for context before drafting a response or next action.

Create and update records

Write back to Formdesk with traced changes and human approval on sensitive ops.

Cross-tool workflows

Chain Formdesk with email, CRM, or code tools in a single multi-step mission.

Connect Formdesk

Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.

  1. 01

    Deploy a Trooper unit at app.trooper.so

  2. 02

    Open Settings → Plugins and connect Formdesk via OAuth or API key

  3. 03

    Assign the Formdesk plugin to the right agent on your roster

  4. 04

    Delegate a task from Slack, chat, or the unified task board