Integration

Connect Formstack Documents to Less Annoying CRM

When something happens in Formstack Documents, your agent does the next thing in Less Annoying CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

Formstack Documents1 triggerFormstack Documents15 actionsLess Annoying CRM7 triggersLess Annoying CRM10 actions

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Everything your agent can do with Formstack Documents and Less Annoying CRM

Triggers and actions 8 triggers · 25 actions

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
Contact Deletion
Triggers when a contact is deleted.
Trigger
Form Submission
Triggers when a form submission is received.
Trigger
Group Membership Addition
Triggers when a contact is added to a group.
Trigger
Group Membership Deletion
Triggers when a contact is removed from a group.
Trigger
New Contact
Triggers when a new contact is created or a contact is updated.
Trigger
Pipeline Item Deletion
Triggers when a pipeline item is deleted.
Trigger
Pipeline Item Status Update
Triggers when a new pipeline item is added or its status is updated.
Action
Create Contact
Creates a new contact.
Action
Create Contact Note
Adds a note to a contact.
Action
Create Group Membership
Adds a contact to a group.
Action
Create Pipeline Item
Creates a new pipeline item.
Action
Create Task
Creates a new task.
Action
Delete Group Membership
Removes a contact from a group.
Action
Edit Contact
Edit an existing contact. Blank fields will not be updated.
Action
Edit Pipeline Item
Edit an existing pipeline item attached to a contact.
Action
Find Contact
Search for contact by email, name, or LACRM Contact Id.
Action
Find Pipeline Item
Search for a pipeline item.

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The other way round: Less Annoying CRM to Formstack Documents