Integration

Connect Formstack Documents to Float

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

Formstack Documents1 triggerFormstack Documents15 actionsFloat15 triggersFloat21 actions

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Everything your agent can do with Formstack Documents and Float

Triggers and actions 16 triggers · 36 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 Allocation
Triggers when a new allocation is created.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Department
Triggers when a new department is added.
Trigger
New Logged Time
Triggers when a new logged time is created.
Trigger
New Milestone
Triggers when a new milestone is created.
Trigger
New Person
Triggers when a new person is added.
Trigger
New Phase
Triggers when a new phase is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Project Task
Triggers when a new project task is created.
Trigger
New Time Off
Triggers when a new time off is created.
Trigger
Updated Allocation
Triggers when an allocation is modified.
Trigger
Updated Logged Time
Triggers when a logged time is modified.
Trigger
Updated Phase
Triggers when a phase is modified.
Trigger
Updated Project
Triggers when a project is modified.
Trigger
Updated Project Task
Triggers when a project task is modified.
Action
Create Allocation
Creates a new allocation.
Action
Create Client
Creates a new client.
Action
Create Department
Creates a new department.
Action
Create Logged Time
Creates a new logged time.
Action
Create Milestone
Creates a new milestone.
Action
Create Person
Creates a new person.
Action
Create Phase
Creates a new phase.
Action
Create Project
Creates a new project.
Action
Create Project Task
Creates a new project task.
Action
Create Time Off
Creates a new time off.
Action
Find Allocation
Finds an allocation by ID.
Action
Find Logged Time
Finds a logged time by ID.
Action
Find Person
Finds a person by ID, email, or tag(s).
Action
Find Project
Finds a project by ID, project_code, or tag(s).
Action
Update Allocation
Update an existing allocation by ID.
Action
Update Logged Time
Update an existing logged time entry by ID.
Action
Update Milestone
Update an existing milestone by ID.
Action
Update Person
Update an existing person by ID.
Action
Update Phase
Update an existing phase by ID.
Action
Update Project
Update an existing project by ID.
Action
Update Project Task
Update an existing project task by ID.

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The other way round: Float to Formstack Documents