Connect Formstack Documents and Paid Memberships Pro

Both apps 31Formstack Documents 16Paid Memberships Pro 15

• 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
  Membership Level Changed

  Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date.

• Trigger
  Order Added or Updated

  Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total).

• Action
  Add discount code

  Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record.

• Action
  Cancel a User's Membership Level

  Cancels a specific membership level for a member, identified by user ID or email.

• Action
  Change a User's Membership Level

  Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership.

• Action
  Create a Membership Level Object

  Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings.

• Action
  Delete membership level

  Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API.

• Action
  Get discount code

  Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value.

• Action
  Get membership level

  Returns a membership level's full details, including pricing, billing cycle and expiration settings.

• Action
  Get order

  Returns a membership order, including billing details, totals, payment gateway and status, by its order code.

• Action
  Get user's membership level

  Returns the current membership level of a WordPress user, looked up by user ID or email.

• Action
  List membership levels

  Returns all membership levels on your Paid Memberships Pro site, including inactive levels.

• Action
  List recent orders

  Returns the most recently added or updated membership orders on your site, newest first.

• Action
  List user's membership levels

  Returns every membership level a member currently holds, looked up by their WordPress user ID or email address.

• Action
  Update membership level

  Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level.

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