Connect Formstack Documents and Plecto

Both apps 28Formstack Documents 16Plecto 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.

• Trigger
  New Registration

  Triggers when a new registration is added to the chosen data source.

• Action
  Create Data Source

  Creates a new API data source with one field. More fields can be added in Plecto's data source settings.

• Action
  Create Member

  Creates an employee in Plecto, without login access unless an invite is requested.

• Action
  Create Team

  Creates a team in Plecto.

• Action
  Delete Registration

  Permanently deletes one registration from a data source.

• Action
  Find Members

  Returns employees, optionally only the one with a given external system and ID.

• Action
  Get Registration

  Returns one registration from a data source.

• Action
  List Dashboards

  Returns the organization's dashboards.

• Action
  List Data Sources

  Returns the organization's data sources with their fields.

• Action
  List Registrations

  Returns registrations, optionally filtered by data source, date range or external ID.

• Action
  List Teams

  Returns all teams in the organization.

• Action
  Update Registration

  Updates an existing registration in a data source.

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