Integration

Connect Formstack Documents to Easymailing

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

Formstack Documents1 triggerFormstack Documents15 actionsEasymailing27 actions

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

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Everything your agent can do with Formstack Documents and Easymailing

Triggers and actions 1 trigger · 42 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 Member to Automation Queue
Add member to automation queue. Starts the automation for the member.
Action
Add Member to Group
Add member to group in a specified audience.
Action
Cancel Order
The status of the order will be set to "cancelled". You can use to send an email to the customer to inform him that his order has been cancelled.
Action
Create a Campaign
Creates a campaign draft.
Action
Create a Group
Creates a group in the selected audience.
Action
Create a New Cart (Order)
Creates a new order with status cart in the store.
Action
Create or Update Category
Creates or updates a category in a store.
Action
Create or Update Customer
Creates or updates a customer in a store.
Action
Create or Update Member
Creates or updates a member in a specified audience.
Action
Create or Update Product
Creates or updates a product in a store.
Action
Create or Update Variant
Creates or updates a variant in a store.
Action
Delete a Member
Delete a member in a specified audience.
Action
Delete Order
Delete an order in the selected store.
Action
Get Audience
Get one audience by uuid. GET /audiences/{uuid}.
Action
Get Customer by Email
Finds a customer in an store by their email address.
Action
Get Member by Email
Finds a member in an audience by their email address.
Action
List Members
List members of an audience with pagination. GET /audiences/{audienceUuid}/members.
Action
List Orders
List orders in a store. GET /stores/{storeResourceId}/orders.
Action
List Products
List products in a store. GET /stores/{storeResourceId}/products.
Action
Pay Order
The status of the order will be set to "paid". Orders Paid not trigger the abandoned cart automation and Payment reminder automation.
Action
Process Order
Convert a cart to an order. The status of the order will be set to "new".
Action
Refund Order
The status of the order will be set to "refunded". You can use to send an email to the customer to inform him that his order has been refunded.
Action
Remove Member From Group
Remove member from group in a specified audience.
Action
Schedule a Campaign
Schedules a campaign to be sent at a later date.
Action
Send a Campaign
Sends a campaign now
Action
Ship Order
The status of the order will be set to "shipped". You can use to send an email to the customer to inform him that his order has been shipped.
Action
Unsubscribe a Member
Unsubscribe a member in a specified audience.

Each app on its own

The other way round: Easymailing to Formstack Documents