Connect Formstack Documents and More Good Reviews

Both apps 52Formstack Documents 16More Good Reviews 36

• 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
  Customers: New Customer

  Triggers when a new customer is added to your More Good Reviews project.

• Trigger
  Reviews: New Review

  Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet.

• Action
  Asks: Create Ask

  Schedules a review request to a customer by email and/or SMS, with optional reminder messages.

• Action
  Charges: Create Charge

  Records a revenue charge for a customer, identified by email or phone, from an external billing system.

• Action
  Charges: Delete Charge

  Permanently deletes a mistaken charge (revenue event) from the project.

• Action
  Customers: Archive Customer

  Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them.

• Action
  Customers: Cancel Customer Unsent Messages

  Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer.

• Action
  Customers: Create Customer

  Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply.

• Action
  Customers: Delete Customer

  Deletes a customer from your More Good Reviews project.

• Action
  Customers: Get Customer

  Returns one customer in your project, including their contact details, location and tags.

• Action
  Customers: List Customer Charges

  Returns the revenue charges recorded for one customer, newest first.

• Action
  Customers: List Customer Messages

  Returns the outreach message history (email and SMS review requests) for one customer.

• Action
  Customers: List Customers

  Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted.

• Action
  Customers: Resubscribe Customer

  Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again.

• Action
  Customers: Unarchive Customer

  Restores an archived customer so review requests and integrations treat them as active again.

• Action
  Customers: Unsubscribe Customer

  Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them.

• Action
  Customers: Update Customer Notes

  Replaces the internal notes stored on a More Good Reviews customer.

• Action
  Customers: Update Customer Tags

  Replaces the tags assigned to a customer with the provided list of tag slugs.

• Action
  Locations: Get Location

  Returns a single project location, including its name, display name, slug, store code and address.

• Action
  Locations: List Locations

  Returns every active location on the More Good Reviews project, including each location's slug, store code and address.

• Action
  Locations: Update Location

  Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed.

• Action
  Messages: Delete Message

  Deletes a scheduled or sent outreach message from the project.

• Action
  Reviews: Delete Review

  Deletes a review from the More Good Reviews project.

• Action
  Reviews: List Reviews

  Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date.

• Action
  Reviews: Mark Review Replied

  Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text.

• Action
  Reviews: Update Review Duplicate Flag

  Marks a review as a duplicate, or clears its duplicate mark.

• Action
  Reviews: Update Review Tags

  Replaces all tags on a review with the given list of tag slugs.

• Action
  Reviews: Update Review Visibility

  Shows or hides a review in More Good Reviews public displays.

• Action
  Sources: Create Source

  Creates a review source in your More Good Reviews project, such as a platform where reviews are collected.

• Action
  Sources: Delete Source

  Deletes a review source from the project when it is no longer used.

• Action
  Sources: List Sources

  Returns the review sources (such as Google or Facebook) available for the project's reviews.

• Action
  Sources: Update Source

  Updates the name, slug, color, or icon of an existing review source.

• Action
  Tags: Create Tag

  Creates a tag in your More Good Reviews project for organizing customers or reviews.

• Action
  Tags: Delete Tag

  Deletes a tag from the project, removing it from use on customers and reviews.

• Action
  Tags: List Tags

  Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags.

• Action
  Tags: Update Tag

  Updates an existing tag's name, slug, color, icon, or AI tagging settings.

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