Integration

Connect Formstack Documents to Recurly

When something happens in Formstack Documents, your agent does the next thing in Recurly. Describe it in plain language and the automation is built, tested on every branch and kept running.

Formstack Documents1 triggerFormstack Documents15 actionsRecurly1 triggerRecurly80 actions

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Everything your agent can do with Formstack Documents and Recurly

Triggers and actions 2 triggers · 95 actions

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
Prerenewal of subscription
Instant trigger: fires before a Recurly subscription renews (webhook). Stub ported from dev.apiant — not yet implemented.
Action
Add add-on to subscription
Adds an add-on to an existing subscription. An error occurs if the subscription already has the add-on.
Action
Add coupon
Create a new discount coupon.
Action
Add coupon redemption
Apply a coupon to an account or subscription.
Action
Add gift card
Create a new gift card.
Action
Add invoice
Create an invoice for an account's pending line items.
Action
Add item
Create a new catalog item.
Action
Add plan
Create a new subscription plan.
Action
Add plan add-on
Create a new add-on for a subscription plan.
Action
Add shipping address
Create a new shipping address for an account.
Action
Add subscription change
Schedule a pending change to a subscription (e.g. plan or quantity change at renewal).
Action
Adjust add-on quantity
Increases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero!
Action
Cancel subscription
Cancels a subscription so it remains active until the end of the current bill cycle, then expires.
Action
Convert trial subscription
Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted.
Action
Create account
Creates a new account. An error occurs if the account code already exists.
Action
Create line item
Creates a one-time charge or credit on the specified account. type is charge or credit.
Action
Create purchase - add subscription
Adds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'.
Action
Create purchase - add subscription add-on
Adds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase.
Action
Create purchase - initialize
Initializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize.
Action
Create purchase - submit
Submits the assembled purchase to Recurly.
Action
Create subscription
Creates a new subscription for an account on a plan. Pass account_code, plan_code, and currency.
Action
Deactivate account
Deactivates (deletes) the specified account.
Action
Delete account billing info
Remove an account's stored billing information.
Action
Delete coupon
Expire a coupon so it can no longer be redeemed.
Action
Delete coupon redemption
Remove an active coupon redemption from an account or subscription.
Action
Delete item
Deactivate an item so it cannot be bought again. Existing line items are unaffected.
Action
Delete line item
Delete an uninvoiced line item.
Action
Delete plan
Remove a subscription plan.
Action
Delete plan add-on
Remove an add-on from a plan.
Action
Delete shipping address
Remove an account's shipping address.
Action
Delete subscription change
Cancel a subscription's pending scheduled change.
Action
Delete usage record
Deletes a usage record from a subscription add-on.
Action
Get account
Returns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code.
Action
Get account balance
Fetch an account's current balance and past-due status.
Action
Get account billing info
Returns the billing information for the specified account.
Action
Get add-on
Fetch a single add-on by ID.
Action
Get all subscriptions
Returns all subscriptions for the account.
Action
Get coupon
Fetch a coupon by its code.
Action
Get gift card
Fetch a gift card by ID.
Action
Get invoice
Returns the specified invoice. ID may be a Recurly UUID or the invoice number.
Action
Get item
Fetch a catalog item by ID.
Action
Get line item
Fetch a single line item by ID.
Action
Get plan
Returns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code.
Action
Get shipping address
Fetch an account's shipping address.
Action
Get subscription
Returns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value.
Action
Get subscription add-ons
Returns all add-ons for the specified subscription.
Action
Get subscription change
Fetch a subscription's pending scheduled change.
Action
Get transaction
Fetch a single payment transaction by ID.
Action
List account invoices
Returns the invoices for the specified account.
Action
List account line items
Returns the line items (charges and credits) for the specified account.
Action
List account notes
List the notes on an account.
Action
List accounts
Returns a list of accounts. Supports limit, order, sort, and state filters.
Action
List account subscriptions
Returns the subscriptions for the specified account.
Action
List active coupon redemptions
Read the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it.
Action
List a subscription add-on's usage records
Lists all usage records for a subscription add-on for the specified subscription.
Action
List coupons
Returns a list of coupons for the site.
Action
List credit payments
List credit payments issued across the site.
Action
List gift cards
List gift cards issued on the site.
Action
List invoices
Returns a list of all invoices on the site. Supports limit and state filters.
Action
List items
List a site's catalog items.
Action
List plans
Returns a list of plans for the site.
Action
List shipping addresses
List an account's shipping addresses.
Action
List subscriptions
Returns a list of all subscriptions. Supports limit and state filters.
Action
List transactions
List payment transactions across the site.
Action
Log a usage record on subscription add-on
Logs a usage record on the specified subscription add-on.
Action
Pause subscription
Pauses a subscription for the given number of remaining billing cycles.
Action
Reactivate account
Reactivate an inactive Recurly account.
Action
Reactivate subscription
Reactivates a canceled subscription so it renews at the end of the current bill cycle.
Action
Redeem gift card
Redeem a gift card's redemption code onto an account.
Action
Refund invoice
Issue a refund against an invoice.
Action
Remove add-on from subscription
Removes an add-on from a subscription.
Action
Terminate subscription
Immediately terminates a subscription. refund may be none, partial, or full.
Action
Update account
Updates the specified account.
Action
Update account billing info
Set or replace an account's credit card / payment billing information.
Action
Update coupon
Update an active coupon's details.
Action
Update item
Update an existing catalog item.
Action
Update plan
Update an existing subscription plan.
Action
Update plan add-on
Update an existing plan add-on.
Action
Update shipping address
Update an account's shipping address.
Action
Update subscription renewal date
For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires.
Action
Void invoice
Void a credit invoice.

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The other way round: Recurly to Formstack Documents