Connect Formstack Documents and Jitbit Helpdesk

Both apps 36Formstack Documents 16Jitbit Helpdesk 20

• 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 Ticket

  Triggers when a new ticket is created in Jitbit Helpdesk, optionally limited to a category, section, status, submitter, company, technician or tag.

• Action
  Add article

  Creates a new knowledge base article in a category.

• Action
  Add asset

  Creates a new asset in Jitbit Helpdesk with its model, manufacturer, type and supplier.

• Action
  Add company

  Creates a new company in Jitbit Helpdesk, or returns the existing company's id if the name is taken.

• Action
  Add tag to ticket

  Adds a tag to a ticket. The tag is created if it does not already exist.

• Action
  Add time spent

  Logs a time spent entry on a ticket under the connected user. Requires technician permissions.

• Action
  Create New Reply

  Posts a new reply (comment) to an existing helpdesk ticket.

• Action
  Create Ticket

  Creates a new helpdesk ticket in a category, with a subject, body and priority.

• Action
  Create User

  Creates a new helpdesk user. Requires administrator permissions.

• Action
  Find Ticket

  Searches tickets by text, optionally narrowed by submitter, category, status, assignee and creation date, and returns the matching tickets.

• Action
  Find User

  Finds a helpdesk user by their email address and returns their profile.

• Action
  Get Article

  Returns a knowledge base article with its full content, category, tags and attachments.

• Action
  Get ticket

  Returns a helpdesk ticket's details, including its status, category, submitter, assignee, tags, attachments and custom field values.

• Action
  List Companies

  Returns every company in your Jitbit helpdesk with its name, email domain and notes. Requires an administrator account.

• Action
  List Ticket Comments

  Returns all comments (replies) posted on a Jitbit Helpdesk ticket.

• Action
  List tickets

  Returns the helpdesk tickets the connected user can see, optionally filtered by mode, category, status, submitter, company, assignee, tag and dates.

• Action
  List Time Spent Entries

  Returns every time spent entry logged against a ticket, including who logged it, the seconds spent and when. Requires technician permissions.

• Action
  Update company

  Updates a company's name, notes and email domains in Jitbit Helpdesk.

• Action
  Update ticket

  Updates one or more properties of an existing helpdesk ticket, such as its status, priority, category, assignee, due date, tags, subject or body.

• Action
  Update user

  Updates an existing helpdesk user's profile, such as name, email, contact details, company, department, password and account status. Requires administrator permissions.

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