Integration

Connect Formstack Documents to Botdog

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

Formstack Documents1 triggerFormstack Documents15 actionsBotdog30 actions

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

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Everything your agent can do with Formstack Documents and Botdog

Triggers and actions 1 trigger · 45 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.
Action
Add blacklist
Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaign
Creates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a Campaign
Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklist
Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaign
Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to list
Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add list
Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippet
Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaign
Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaign
Deletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippet
Deletes one of your own message snippets in Botdog.
Action
Get campaign
Returns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequence
Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statistics
Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get lead
Returns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get list
Returns one Botdog lead list by id, with its name and lead count.
Action
List campaign leads
Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaigns
Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leads
Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in list
Returns the leads in a Botdog lead list.
Action
List paused campaign activities
Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippets
Returns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activities
Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklist
Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from list
Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activities
Resumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop lead
Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaign
Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update lead
Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippet
Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

Each app on its own

The other way round: Botdog to Formstack Documents