Integration

Connect Formstack Documents to Breeze

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

Formstack Documents1 triggerFormstack Documents15 actionsBreeze6 triggersBreeze30 actions

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

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Everything your agent can do with Formstack Documents and Breeze

Triggers and actions 7 triggers · 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.
Trigger
New Project
Triggers when a new project is created in Breeze.
Trigger
New Task
Triggers when a new task is created in the selected Breeze project.
Trigger
Project Renamed
Triggers when a Breeze project is given a new name.
Trigger
Tag Added to Task
Triggers when a tag is added to a task in the selected Breeze project.
Trigger
Task Moved
Triggers when a task is moved to a different list in the selected Breeze project.
Trigger
Task Status Updated
Triggers when a task's status changes in the selected Breeze project.
Action
Add comment
Adds a comment to a task in a Breeze project. Returns the comment that was created.
Action
Add list
Adds a new list to a Breeze project. Returns the list that was created.
Action
Add time entry
Logs a time entry against a task in a Breeze project. Returns the time entry that was created.
Action
Add todo
Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.
Action
Create New Project
Creates a new project in Breeze. Returns the project that was created.
Action
Create New Task
Creates a new task (card) in a Breeze project. Returns the task that was created.
Action
Delete card
Deletes a task (card) from a Breeze project.
Action
Delete comment
Deletes a comment from a task in a Breeze project.
Action
Delete list
Deletes a list from a Breeze project.
Action
Delete project
Deletes a project from Breeze.
Action
Delete time entry
Deletes a time entry from a task in a Breeze project.
Action
Delete todo
Deletes a checklist item from a task in a Breeze project.
Action
Find Project
Returns the Breeze projects whose name contains the text you supply.
Action
Generate time tracking report
Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.
Action
Get card
Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.
Action
Get project
Returns a single Breeze project, including its budget, members and tracked time.
Action
List cards
Returns the tasks (cards) in a Breeze project, 100 per page.
Action
List comments
Returns the comments on a task in a Breeze project.
Action
List lists
Returns the lists in a Breeze project.
Action
List projects
Returns all active projects in the Breeze account.
Action
List time entries
Returns the time entries logged against a task in a Breeze project.
Action
List todos
Returns the items on a checklist of a task in a Breeze project.
Action
List users
Returns the people on your Breeze team.
Action
Move card
Moves a task to another list, or to another position within its list.
Action
Update card
Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.
Action
Update comment
Changes the text of a comment on a task in a Breeze project. Returns the updated comment.
Action
Update list
Renames a list in a Breeze project. Returns the updated list.
Action
Update project
Updates a Breeze project. Only the values you supply are changed. Returns the updated project.
Action
Update time entry
Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.
Action
Update todo
Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.

Each app on its own

The other way round: Breeze to Formstack Documents