Integration
Connect Formstack Documents to Mixpanel
When something happens in Formstack Documents, your agent does the next thing in Mixpanel. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Formstack Documents and Mixpanel to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Formstack Documents and Mixpanel
Triggers and actions 1 trigger · 25 actions
Trigger
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins 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 PDFTurns 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 DocumentMakes 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 RouteCreates 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 MergeSends 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 DocumentCreates 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 RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns 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 FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates 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 DocumentUpdates 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.
Action
Create AnnotationCreates an annotation on the Mixpanel project, marking a date and time in reports with a note explaining what happened.
Action
Delete AnnotationDeletes an annotation from the Mixpanel project, removing its marker from reports.
Action
Download Raw Event DataDownloads raw Mixpanel events for a date range as newline-delimited JSON, with every event property exactly as it was received.
Action
Get AnnotationReturns one annotation from the Mixpanel project, with its date, description and tags.
Action
Get Variant AssignmentsEvaluates every enabled Mixpanel feature flag for one user and returns the variant that user is assigned to for each flag.
Action
Import EventsSends a batch of events to Mixpanel from your own systems, including historical ones, so they appear in reports.
Action
List AnnotationsReturns the annotations in the Mixpanel project, optionally limited to a date range.
Action
Query ProfilesReturns Mixpanel user or group profiles matching a filter, each with its distinct id and full property set.
Action
Track EventRecords a single event in Mixpanel for one person, with the time it happened and any properties you supply.
Action
Update AnnotationUpdates an existing annotation's text or tags in the Mixpanel project.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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