Connect Formstack Documents to ChartMogul

Both apps 40Formstack Documents 16ChartMogul 24

• 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 a Custom Attribute to a Customer via Email

  Adds a custom attribute to every ChartMogul customer with the given email address.

• Action
  Add a Custom Attribute to a Customer via External ID

  Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.

• Action
  Add a Custom Attribute to a Customer via UUID

  Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.

• Action
  Add Tags to a Customer via Email

  Adds one or more tags to every ChartMogul customer with the given email address.

• Action
  Add Tags to a Customer via External ID

  Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.

• Action
  Add Tags to a Customer via UUID

  Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.

• Action
  Create a Contact

  Creates a contact person on a ChartMogul customer.

• Action
  Create a Customer

  Creates a new customer in ChartMogul under one of your data sources.

• Action
  Create an Opportunity

  Creates a sales opportunity (deal) on a ChartMogul customer.

• Action
  Create a Note or Call Log

  Logs a note or a call against a ChartMogul customer.

• Action
  Create a Task

  Creates a task on a ChartMogul customer and assigns it to a team member.

• Action
  List Customer's Opportunities

  Returns the sales opportunities (deals) on a ChartMogul customer.

• Action
  List Customer's Tasks

  Returns the tasks on a ChartMogul customer.

• Action
  Merge Customers

  Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.

• Action
  Retrieve a Customer Profile

  Returns one ChartMogul customer's full profile, including its tags and custom attributes.

• Action
  Retrieve a Metric

  Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.

• Action
  Search Contacts

  Finds ChartMogul contacts by email, customer or data source.

• Action
  Search for Customer via Email

  Finds ChartMogul customers by email address.

• Action
  Search for Customer via External ID

  Finds ChartMogul customers by the ID they carry in your own billing system.

• Action
  Update a Contact

  Updates a ChartMogul contact. Only the fields you fill in are changed.

• Action
  Update a Customer

  Updates a ChartMogul customer. Only the fields you fill in are changed.

• Action
  Update an Opportunity

  Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.

• Action
  Update a Note or Call Log

  Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.

• Action
  Update a Task

  Updates a task on a ChartMogul customer. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.