Integration

Connect EquipDash to Formstack Documents

When something happens in EquipDash, 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.

EquipDash18 triggersEquipDash35 actionsFormstack Documents1 triggerFormstack Documents15 actions

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What do you want EquipDash 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 EquipDash and Formstack Documents

Triggers and actions 19 triggers · 50 actions

Trigger
Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Booking Checked In
Triggers when a booking is checked in.
Trigger
Booking Picked Up
Triggers when a booking is picked up.
Trigger
Booking Returned
Triggers when a booking is returned.
Trigger
Booking Status Changed
Triggers when a booking status changes.
Trigger
Booking Updated
Triggers when a booking is updated.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Experience Created
Triggers when a new experience is created.
Trigger
Experience Schedule Created
Triggers when an experience schedule is created.
Trigger
Experience Updated
Triggers when an experience is updated.
Trigger
Inventory Added
Triggers when inventory is added to a product.
Trigger
Inventory Updated
Triggers when inventory is updated.
Trigger
New Customer
Triggers when a new customer is created.
Trigger
Payment Received
Triggers when a payment is received.
Trigger
Product Created
Triggers when a new product is created.
Trigger
Product Updated
Triggers when a product is updated.
Trigger
Promo Code Created
Triggers when a new promo code is created.
Trigger
Shift Created
Triggers when a new shift is created.
Action
Add Inventory to Product
Adds inventory to a product.
Action
Add Note to Booking
Adds a note to a booking.
Action
Add Note to Customer
Adds a note to a customer.
Action
Add Note to Workshop
Adds a note to a workshop item.
Action
Add Payment to Booking
Adds a payment to a booking.
Action
Add Pricing to Product
Adds a pricing tier to a product.
Action
Add Schedule to Experience
Adds a schedule slot to an experience.
Action
Add to Workshop
Adds an item to the workshop.
Action
Archive Experience
Archives an experience.
Action
Archive Product
Archives a product.
Action
Cancel Booking
Cancels a booking.
Action
Check Product Availability
Checks availability of a product for given dates.
Action
Create Booking
Creates a new booking.
Action
Create Customer
Creates a new customer.
Action
Create Experience
Creates a new experience.
Action
Create Experience Category
Creates a new experience category.
Action
Create Product
Creates a new product.
Action
Create Product Category
Creates a new product category.
Action
Create Promo Code
Creates a new promo code.
Action
Create Shift
Creates a new staff shift.
Action
Create Tag
Creates a new tag.
Action
Create Voucher
Creates a new voucher.
Action
Delete Customer
Deletes a customer.
Action
Find Customer
Finds a customer.
Action
Find Experience
Finds a experience.
Action
Find Product
Finds a product.
Action
Find Promo Code
Finds a promo code.
Action
Find Staff
Finds a staff.
Action
Find Voucher
Finds a voucher.
Action
Remove From Workshop
Removes an item from the workshop.
Action
Update Booking Status
Updates the status of a booking.
Action
Update Customer
Updates a customer.
Action
Update Experience
Updates an experience.
Action
Update Product
Updates a product.
Action
Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
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 EquipDash