Integration

Connect Formstack Documents to Chaport

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

Formstack Documents1 triggerFormstack Documents15 actionsChaport8 triggersChaport12 actions

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What do you want Formstack Documents and Chaport 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 Formstack Documents and Chaport

Triggers and actions 9 triggers · 27 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
Chat Closed (instant)
Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat Finished
Triggers when chat is finished.
Trigger
Chat Stage Updated (instant)
Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
Trigger
Message Read (instant)
Fires when a message is read. Webhook event: message.read.
Trigger
New Chat Started
Triggers when chat is started.
Trigger
New Message Sent (instant)
Fires when a new message is sent in a chat. Webhook event: message.sent.
Trigger
New Visitor (instant)
Fires when a new visitor is created. Webhook event: visitor.created.
Trigger
Visitor Updated
Triggers when visitor data is updated.
Action
Create an Operator
Adds a new operator to your Chaport account and returns the created operator.
Action
Delete a Message
Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an Operator
Removes an operator from your Chaport account.
Action
List Operators
Returns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List Visitors
Returns the visitors in your Chaport account, one page at a time.
Action
Retrieve an Operator
Returns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a Visitor
Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor Chat
Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a Message
Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an Operator
Updates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a Visitor
Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
Action
Update Operator Status
Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.

Each app on its own

The other way round: Chaport to Formstack Documents