Connect Formstack Documents to One Tap

Both apps 39Formstack Documents 16One Tap 23

• 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 Participant Check-in

  Triggered when a participant is checked in on a One Tap list.

• Trigger
  New Profile

  Triggered when a new person profile is created in One Tap.

• Action
  Add Punch Pass

  Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.

• Action
  Check in participant

  Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.

• Action
  Check out participant

  Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.

• Action
  Create List

  Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.

• Action
  Create Participant

  Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.

• Action
  Create Profile

  Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.

• Action
  Delete List

  Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Delete Pass

  Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.

• Action
  Delete Profile

  Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Get List

  Returns a single One Tap list (event) with its schedule, check-in settings and survey data.

• Action
  Get Lists

  Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.

• Action
  Get Participants on List

  Returns the participants on a One Tap list, with their check-in and check-out details.

• Action
  Get Passes

  Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.

• Action
  Get Profile

  Returns a single person's profile from One Tap, including the account's custom fields.

• Action
  Get Profile Passes

  Returns the passes belonging to one person's profile in One Tap.

• Action
  Get Profiles

  Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.

• Action
  Redeem Punch Pass

  Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.

• Action
  Remove Participant

  Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.

• Action
  Update List

  Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.

• Action
  Update Participant

  Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.

• Action
  Update Profile

  Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.

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