Connect Formstack Documents and Postalytics

Both apps 30Formstack Documents 16Postalytics 14

• 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 Campaign Event

  Triggers when a mail piece in a Postalytics campaign has a new delivery or online response event, such as delivered, returned or a page view.

• Action
  Delete Contact

  Deletes a Postalytics contact.

• Action
  Enroll a Contact Into a Flow

  Enrolls a contact into a Postalytics Flow, which sends a series of postcards or letters with delivery and response tracking.

• Action
  Get Campaign

  Returns one Postalytics campaign's details: name, status, contact list and endpoint.

• Action
  Get Contact

  Returns one Postalytics contact by its ID.

• Action
  List Campaigns

  Returns all of your Postalytics campaigns with their delivery and response stats.

• Action
  List Contact Lists

  Returns all of your Postalytics contact lists with their contact counts.

• Action
  List Contacts on a List

  Returns the contacts on one Postalytics contact list.

• Action
  List Flows

  Returns all of your Postalytics Flows, including each Flow's endpoint ID used to enroll contacts.

• Action
  List Suppression Lists

  Returns all of your Postalytics suppression lists.

• Action
  List Templates

  Returns all of your Postalytics postcard and letter templates.

• Action
  Send and Track a Postcard or Letter

  Sends a postcard or letter to one recipient through a Postalytics triggered campaign, with delivery and response tracking.

• Action
  Unenroll a Contact From a Flow

  Removes a contact from a Postalytics Flow so it gets no further mailings.

• Action
  Update Contact

  Updates a contact's name, address or email on a Postalytics contact list.

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