Connect Formstack Documents to Intervals

Both apps 60Formstack Documents 16Intervals 44

• 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 client

  Polling trigger: fires when a new client is created in Intervals (GET /client).

• Trigger
  New invoice

  Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).

• Trigger
  New milestone

  Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).

• Trigger
  New person

  Polling trigger: fires when a new person is added in Intervals (GET /person).

• Trigger
  New project

  Polling trigger: fires when a new project is created in Intervals (GET /project).

• Trigger
  New task

  Polling trigger: fires when a new task is created in Intervals (GET /task).

• Action
  Add client

  Create a new client.

• Action
  Add expense

  Create a new expense.

• Action
  Add invoice

  Create a new invoice.

• Action
  Add milestone

  Create a new milestone.

• Action
  Add person

  Create a new person (team member).

• Action
  Add project

  Create a new project.

• Action
  Add task

  Create a new task.

• Action
  Add time entry

  Log a new time entry against a task.

• Action
  Add timer

  Start a new timer for a task.

• Action
  Delete client

  Delete a client.

• Action
  Delete expense

  Delete an expense.

• Action
  Delete invoice

  Delete an invoice.

• Action
  Delete milestone

  Delete a milestone.

• Action
  Delete person

  Delete a person.

• Action
  Delete project

  Delete a project.

• Action
  Delete task

  Delete a task.

• Action
  Delete time entry

  Delete a logged time entry.

• Action
  Delete timer

  Delete a timer.

• Action
  Get client

  Retrieve a single client by id.

• Action
  Get expense

  Retrieve a single expense by id.

• Action
  Get invoice

  Retrieve a single invoice by id.

• Action
  Get milestone

  Retrieve a single milestone by id.

• Action
  Get person

  Retrieve a single person by id.

• Action
  Get project

  Retrieve a single project by id.

• Action
  Get task

  Retrieve a single task by id.

• Action
  Get time entry

  Retrieve a single logged time entry by id.

• Action
  Get timer

  Retrieve a single timer by id.

• Action
  List milestones

  Retrieve all milestones in the Intervals account.

• Action
  List tasks

  Retrieve all tasks in the Intervals account.

• Action
  Update client

  Update an existing client's details.

• Action
  Update expense

  Update an existing expense.

• Action
  Update invoice

  Update an existing invoice.

• Action
  Update milestone

  Update an existing milestone.

• Action
  Update person

  Update an existing person's details.

• Action
  Update project

  Update an existing project's details.

• Action
  Update task

  Update an existing task's details.

• Action
  Update time entry

  Update an existing logged time entry.

• Action
  Update timer

  Update a timer (e.g. stop or adjust it).

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