Connect Formstack Documents and Refersion

Both apps 30Formstack Documents 16Refersion 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 Affiliate

  Triggers when a new affiliate signs up or is added.

• Trigger
  New Conversion

  Triggers when a new conversion is recorded.

• Action
  Delete Affiliate

  Deletes an affiliate.

• Action
  Delete Offer

  Deletes an offer.

• Action
  Find an Affiliate

  Finds an affiliate by email address, name or affiliate code.

• Action
  Generate Affiliate Tracking Link

  Returns a tracking link for an affiliate, optionally to a specific URL.

• Action
  Get Affiliate

  Returns the affiliate with a given affiliate code.

• Action
  Get Conversion

  Returns one conversion's details.

• Action
  List Affiliates

  Returns affiliates, optionally filtered by status, search text or offer.

• Action
  List Clicks

  Returns affiliate link clicks in a date range.

• Action
  List Conversions

  Returns conversions, optionally filtered by status, affiliate, order or date.

• Action
  List Offers

  Returns the account's offers.

• Action
  Search Orders

  Searches orders that can be credited to an affiliate.

• Action
  Update Conversion Status

  Changes a conversion's status, e.g. approve or deny it.

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