Connect Formstack Documents to Salsify

Both apps 28Formstack Documents 16Salsify 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.

• Action
  Create Product

  Creates a Salsify product from a set of property values; the product ID property is required.

• Action
  Delete Product

  Deletes a Salsify product.

• Action
  Delete Record

  Deletes a Salsify record.

• Action
  Get Digital Asset

  Returns one Salsify digital asset's metadata, including its URL and name.

• Action
  Get Export Status

  Returns an export run's status, progress and, once finished, its download URL.

• Action
  Get Product

  Returns one Salsify product with all its property values.

• Action
  Get Property

  Returns one Salsify property definition, such as its data type and name.

• Action
  Get Record

  Returns one Salsify record with all its property values.

• Action
  List Record Types

  Returns the record types defined in the Salsify organization.

• Action
  Start Export Run

  Starts a Salsify export of products, digital assets, attributes or attribute values; check it with Get Export Status.

• Action
  Update Product

  Updates property values on a Salsify product.

• Action
  Update Record

  Updates property values on a Salsify record.

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