Connect CallHub and Formstack Documents

Both apps 42CallHub 26Formstack Documents 16

• Trigger
  New Contact

  Triggers when a new contact is added to your CallHub account.

• Trigger
  New Phonebook

  Triggers when a new phonebook is created in your CallHub account.

• Action
  Add Contacts to Phonebook

  Adds existing contacts to a phonebook.

• Action
  Add Number to DNC List

  Adds a phone number to a Do Not Contact list so campaigns skip it.

• Action
  Add Tag to Contact

  Adds a tag to a contact.

• Action
  Create DNC List

  Creates a Do Not Contact list.

• Action
  Create New Agent

  Invites a new agent to make calls in call center campaigns.

• Action
  Create or Update Contact

  Creates a contact in CallHub with a phone number and optional name, email and address details.

• Action
  Create Phonebook

  Creates a phonebook to hold contacts for campaigns.

• Action
  Create Tag

  Creates a tag in CallHub that you can apply to contacts.

• Action
  Create Team

  Creates a team that agents can be grouped into.

• Action
  Delete Agent

  Deletes an agent.

• Action
  Delete Contact

  Deletes a contact from CallHub.

• Action
  Delete Phonebook

  Deletes a phonebook.

• Action
  List Agents

  Returns a page of agents in your account.

• Action
  List Contacts

  Returns a page of contacts in your CallHub account.

• Action
  List Custom Fields

  Returns the custom contact fields in your account.

• Action
  List DNC Lists

  Returns a page of Do Not Contact lists.

• Action
  List Phonebook Contacts

  Returns a page of the contacts in a phonebook.

• Action
  List Phonebooks

  Returns a page of phonebooks in your CallHub account.

• Action
  List Teams

  Returns the agent teams in your account.

• Action
  Remove Contacts from Phonebook

  Removes contacts from a phonebook without deleting them.

• Action
  Update Call Center Campaign Status

  Starts, pauses or ends a call center campaign.

• Action
  Update Phonebook

  Renames a phonebook or changes its description.

• Action
  Update SMS Campaign Status

  Starts, pauses or ends an SMS broadcast campaign.

• Action
  Update Voice Broadcast Status

  Starts, pauses or ends a voice broadcast campaign.

• 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.