Connect Formstack Documents to RotaCloud

Both apps 39Formstack Documents 16RotaCloud 23

• 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
  Assign User to Location

  Adds a RotaCloud user to a location, keeping the locations they are already assigned to.

• Action
  Assign User to Role

  Adds a role to a RotaCloud user's roles, keeping the roles they already have.

• Action
  Create Leave

  Creates leave within RotaCloud.

• Action
  Create Location

  Creates a location within RotaCloud.

• Action
  Create Role

  Creates a role within RotaCloud.

• Action
  Create Shift

  Creates a shift within RotaCloud.

• Action
  Create User

  Creates a user within RotaCloud.

• Action
  Delete Location

  Deletes a location from the RotaCloud account.

• Action
  Delete Role

  Deletes a role from the RotaCloud account.

• Action
  Delete User

  Deletes a user from the RotaCloud account.

• Action
  Find Leave by ID

  Fetches a leave request by ID, with its employee, leave type, dates, status and messages. An error occurs if the leave is not found.

• Action
  Find Location by ID

  Returns the RotaCloud location with the specified ID.

• Action
  Find Location by Name

  Returns the RotaCloud locations whose name matches the specified name (case-insensitive).

• Action
  Find Role by ID

  Returns the RotaCloud role with the specified ID.

• Action
  Find Role by Name

  Returns the roles whose name matches the specified name.

• Action
  Find Shift by ID

  Fetches a shift by ID, with its times, location, role, assigned employee, notes and whether it is published or open. An error occurs if the shift is not found.

• Action
  Find User by Email

  Returns the RotaCloud user whose email address matches the specified email.

• Action
  Find User by ID

  Retrieves a single RotaCloud user by their ID.

• Action
  Unassign User From Location

  Removes a user from one location in RotaCloud, keeping their other location assignments.

• Action
  Unassign User From Role

  Unssigns a user from a role within RotaCloud.

• Action
  Update Location

  Updates an existing RotaCloud location's name, address, geolocation or timezone. Fields left blank are left unchanged.

• Action
  Update Role

  Updates a role within RotaCloud.

• Action
  Update User

  Updates an existing user by ID

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