Connect Formstack Documents and FreeScout

Both apps 44Formstack Documents 16FreeScout 28

• 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
  Conversation Created

  Triggers when a new conversation is created in FreeScout.

• Trigger
  New Customer

  Triggers when a new customer is created in FreeScout.

• Trigger
  New or Updated Conversation

  Triggers when a FreeScout conversation is created or updated.

• Action
  Create Customer

  Creates a FreeScout customer. If a customer with the email already exists, none is created.

• Action
  Create Thread

  Adds a customer reply, agent reply or internal note to a FreeScout conversation.

• Action
  Create Timelog

  Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).

• Action
  Create User

  Creates a regular FreeScout user (no invitation email; no mailbox access by default).

• Action
  Delete Conversation

  Deletes a FreeScout conversation permanently.

• Action
  Delete User

  Deletes a FreeScout user.

• Action
  Get Conversation

  Returns one FreeScout conversation by ID, with its threads and tags.

• Action
  Get Current User

  Returns the FreeScout user who owns the API key (works only with a per-user API key).

• Action
  Get Customer

  Returns one FreeScout customer by ID, with their name, company, emails and phones.

• Action
  Get Report

  Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.

• Action
  Get User

  Returns one FreeScout user by ID.

• Action
  List Conversations

  Returns FreeScout conversations matching the filters you give, newest first.

• Action
  List Conversation Timelogs

  Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).

• Action
  List Customers

  Returns FreeScout customers matching the filters you give, such as email or name.

• Action
  List Mailbox Custom Fields

  Returns the custom fields defined for a FreeScout mailbox.

• Action
  List Mailboxes

  Returns the FreeScout mailboxes, optionally only those a given user can access.

• Action
  List Mailbox Folders

  Returns the folders of a FreeScout mailbox with their conversation counts.

• Action
  List Tags

  Returns FreeScout tags, optionally only the tags on one conversation.

• Action
  List Timelogs

  Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.

• Action
  List Users

  Returns FreeScout users, optionally looked up by email.

• Action
  Update Conversation

  Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.

• Action
  Update Conversation Custom Fields

  Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.

• Action
  Update Conversation Tags

  Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.

• Action
  Update Customer

  Updates a FreeScout customer's name, contact details, company or notes.

• Action
  Update Customer Fields

  Sets one customer field value on a FreeScout customer (Customer Fields module).

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