Connect Formstack Documents to DoneDone

Both apps 31Formstack Documents 16DoneDone 15

• 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 comment to task

  Adds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only

• Action
  Add mailbox

  Creates a new mailbox with default settings. POST /{account_id}/mailboxes

• Action
  Add project

  Creates a new project. POST /{account_id}/internal-projects

• Action
  Add task

  Creates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks

• Action
  Delete task

  Permanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}

• Action
  Find tasks

  Returns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks

• Action
  Get mailbox

  Returns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}

• Action
  Get project

  Returns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}

• Action
  Get task

  Gets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}

• Action
  List accounts

  Returns the accounts the user has access to. GET /accounts

• Action
  List mailboxes

  Returns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection

• Action
  List projects

  Returns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection

• Action
  List workflows

  Returns all published workflows available for an account. GET /{account_id}/workflows/for-selection

• Action
  Update task status

  Updates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status

• Action
  Upload file

  Uploads a file and returns the ID of the file. POST /{account_id}/files/upload

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