Connect Booqable and Formstack Documents

Both apps 39Booqable 23Formstack Documents 16

• Trigger
  Completed Payment

  Triggers when a payment is completed.

• Trigger
  Finalize Invoice

  Triggers when an invoice is finalized.

• Trigger
  New Customer

  Triggers when a new customer is added.

• Trigger
  New Product

  Fires when a new product is created in the catalog.

• Trigger
  Reserved Order

  Triggers when an order is reserved.

• Trigger
  Started Order

  Triggers when an order is started.

• Trigger
  Stopped Order

  Triggers when an order is stopped.

• Trigger
  Updated Order

  Triggers when an order is updated.

• Action
  Create Coupon

  Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.

• Action
  Create Customer

  Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.

• Action
  Create Order

  Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.

• Action
  Find Customer - By ID

  Returns one Booqable customer by its id, including the account's own customer custom fields.

• Action
  Find Customer - By Name or Email

  Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.

• Action
  Find Order - By ID

  Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.

• Action
  Find Product - By ID

  Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.

• Action
  List Customers

  Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.

• Action
  List Documents

  Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.

• Action
  List Locations

  Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.

• Action
  List Orders

  Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.

• Action
  List Payments

  Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.

• Action
  List Products

  Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.

• Action
  List Stock Items

  Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.

• Action
  Update Customer

  Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.

• Trigger
  New Merged Document

  Triggers when a merged/populated document is created.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  Delete Data Route

  Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.

• Action
  Delete Document

  Deletes a document template from Formstack Documents.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  List Data Routes

  Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.

• Action
  List Documents

  Returns your Formstack Documents templates, each with its name, type, output format and merge URL.

• Action
  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.

• Action
  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.