Connect Formstack Documents to Pascal

Both apps 28Formstack Documents 16Pascal 12

• 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.

• Action
  Create a Business Case

  Creates a Business case in Pascal and screens it immediately, returning the case with its search results.

• Action
  Create a Client

  Create a new client in Pascal — an organisation-level record that groups related screening cases.

• Action
  Find a Case

  Returns up to 100 cases that match the search text and any other filters you set.

• Action
  Generate & Email a Case Report

  Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports.

• Action
  Get case

  Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources.

• Action
  Get client

  Fetches a client by ID. An error occurs if the client is not found.

• Action
  Link clients

  Link a Pascal client to one or more other clients.

• Action
  List cases

  Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution.

• Action
  List clients

  List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases.

• Action
  Unlink clients

  Unlink a client from one or more other clients in Pascal.

• Action
  Update a Case

  Updates an existing case by ID. Only the fields you fill in are changed.

• Action
  Update a Client

  Updates an existing client by ID. Only the fields you fill in are changed.

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