Integration

Connect Formstack Documents to Booqable

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

Formstack Documents1 triggerFormstack Documents15 actionsBooqable8 triggersBooqable15 actions

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Everything your agent can do with Formstack Documents and Booqable

Triggers and actions 9 triggers · 30 actions

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.
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. Poll GET /api/boomerang/products sorted by created_at.
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.

Each app on its own

The other way round: Booqable to Formstack Documents