Connect Formstack Documents and Groove

Both apps 40Formstack Documents 16Groove 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.

• Trigger
  Agent Replied

  Triggers when an agent replies to a ticket.

• Trigger
  Customer Added

  Triggers when a customer is created.

• Trigger
  Customer Replied

  Triggers when a customer replies to a ticket.

• Trigger
  Note Added

  Triggers when a note is added to a ticket.

• Trigger
  Ticket Assigned

  Triggers when a ticket is assigned.

• Trigger
  Ticket Closed

  Triggers when a ticket is closed.

• Trigger
  Ticket Opened

  Triggers when a ticket is opened.

• Trigger
  Ticket Started

  Triggers when a new ticket is created.

• Trigger
  Ticket Tagged

  Triggers when a ticket is tagged.

• Action
  Add label to ticket

  Adds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket.

• Action
  Add message

  Adds a new message (reply or private note) to an existing Groove ticket.

• Action
  Add Note

  Adds a private note to a Groove ticket, visible only to agents.

• Action
  Change Assigned Agent

  Assigns a Groove ticket to a different agent, identified by the agent's email address.

• Action
  Change Ticket Mailbox

  Moves a ticket into a different mailbox.

• Action
  Change Ticket State

  Changes the state of a Groove ticket (unread, opened, pending, closed or spam).

• Action
  Close Ticket

  Closes a Groove ticket by setting its state to closed.

• Action
  Create New Ticket

  Creates a new ticket in Groove from a customer or agent, with its first message.

• Action
  Get customer

  Returns one Groove customer, looked up by email address, including their contact details and custom attributes.

• Action
  Get ticket

  Returns a single Groove ticket by its ticket number.

• Action
  List agents

  Returns the agents on your Groove account, optionally limited to one group.

• Action
  List mailboxes

  Returns all mailboxes in the Groove account, with each mailbox's name and email address.

• Action
  List messages

  Returns the messages and notes on a Groove ticket.

• Action
  Reopen Ticket

  Reopens a Groove ticket by setting its state to opened.

• Action
  Update customer

  Updates a customer's profile details, such as name, company, title and contact info, identified by their email address.

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