Integration

Connect Debitura to Formstack Documents

When something happens in Debitura, your agent does the next thing in Formstack Documents. Describe it in plain language and the automation is built, tested on every branch and kept running.

Debitura1 triggerDebitura11 actionsFormstack Documents1 triggerFormstack Documents15 actions

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What do you want Debitura and Formstack Documents to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Debitura and Formstack Documents

Triggers and actions 2 triggers · 26 actions

Trigger
New Case
Triggers when a new collection case appears in your Debitura account.
Action
Add Case Message
Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.
Action
Check Collection Eligibility
Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.
Action
Create Case
Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.
Action
Find Case
Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.
Action
Find Payment
Finds one payment recorded on a Debitura case, by the payment's id, and returns it.
Action
Get Case Files
Returns the documents attached to a collection case.
Action
Get Case Messages
Returns the messages posted on a Debitura collection case, in the order they were sent.
Action
Get Case Timeline
Returns everything that has happened on a collection case, in order, plus the stage the case has reached.
Action
Get Contract Status
Returns whether the agreements needed to collect on a case have been signed yet.
Action
Preview Case
Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.
Action
Upload File to Case
Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.
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.

Each app on its own

The other way round: Formstack Documents to Debitura