Connect Formstack Documents to Harvest

Both apps 44Formstack Documents 16Harvest 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
  Invoice Paid

  Triggers when an invoice is fully paid.

• Trigger
  Invoice Sent

  Triggers when an invoice is sent or marked as sent.

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  New Contact

  Triggers when new contact is added.

• Trigger
  New Expense

  Triggers when a new expense is added.

• Trigger
  New Invoice

  Triggers when an invoice is created.

• Trigger
  New Project

  Triggers when a project is created.

• Trigger
  New Task

  Triggers when a new task is added.

• Trigger
  New Time Entry

  Triggers when a time entry is created.

• Trigger
  New User

  Triggers when a new User is added.

• Trigger
  New User Assignment

  Triggers when a user is assigned to a project.

• Trigger
  Timer Started

  Triggers when a timer is started.

• Trigger
  Timer Stopped

  Triggers when a timer is stopped.

• Trigger
  Updated Client

  Triggers when a client is updated.

• Trigger
  Updated Invoice

  Triggers when an invoice is updated.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a Client

• Action
  Create Contact

  Creates a Contact

• Action
  Create Project

  Creates a Project

• Action
  Create Task

  Creates a Task and optionally assigns it to a project

• Action
  Create Time Entry

  Creates a Time Entry with duration

• Action
  Create Time Entry (Start & End Times)

  Creates a Time Entry with start and end times

• Action
  Find Client

  Finds a client by name or ID

• Action
  Find Invoice

  Finds an invoice by ID

• Action
  Find Project

  Finds a project by name

• Action
  Find Task

  Finds a task by name

• Action
  Start Timer

  Creates and starts a timer for a given date

• Action
  Stop Timer

  Stops any running timers

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