Integration
Connect Formstack Documents to Aimtell
When something happens in Formstack Documents, your agent does the next thing in Aimtell. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Formstack Documents and Aimtell 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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Connect Claude CodeEverything your agent can do with Formstack Documents and Aimtell
Triggers and actions 1 trigger · 29 actions
Trigger
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins 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 PDFTurns 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 DocumentMakes 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 RouteCreates 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 MergeSends 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 DocumentCreates 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 RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns 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 FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates 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 DocumentUpdates 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.
Action
Add event triggered campaignCreate a campaign that sends automatically when a tracked event occurs.
Action
Add RSS campaignCreate a campaign that sends push notifications automatically from an RSS feed.
Action
Add segmentCreate a subscriber segment for targeting push campaigns.
Action
Create Push Campaign DraftCreates a new push campaign draft.
Action
Get event triggered campaignRetrieve an event-triggered campaign by ID.
Action
Get push campaignRetrieve a manual push campaign by ID.
Action
Get RSS campaignRetrieve an RSS campaign by ID.
Action
Get segmentRetrieve a subscriber segment by ID.
Action
List event triggered campaignsList all event-triggered campaigns for a site.
Action
List push campaignsList all manual push campaigns for a site.
Action
List RSS campaignsList all RSS campaigns for a site.
Action
Send Push NotificationSends a push notification.
Action
Track EventTracks an event against a subscriber.
Action
Update segmentUpdate a subscriber segment's definition.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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