Connect Formstack Documents and SegMetrics

Both apps 31Formstack Documents 16SegMetrics 15

• 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 Contact in Report

  Triggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).

• Action
  Add or Update a Contact

  Adds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.

• Action
  Add or Update an Order

  Adds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.

• Action
  Add or Update Product

  Adds a product to a SegMetrics integration, or updates it when the product ID already exists.

• Action
  Add or Update Subscription

  Adds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.

• Action
  Add Tag to Contact

  Adds one or more tags, by name, to a contact in a SegMetrics integration.

• Action
  Delete Contact

  Permanently deletes a contact, by contact ID or email, from a SegMetrics integration.

• Action
  Delete Order

  Permanently deletes an order (invoice) from a SegMetrics integration.

• Action
  Delete Subscription

  Permanently deletes a subscription from a SegMetrics integration.

• Action
  Get Contact

  Returns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.

• Action
  Get Report Data

  Returns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.

• Action
  List Report Contacts

  Returns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.

• Action
  Record Ad Performance

  Records one day of performance (spend, clicks, impressions) for an ad in SegMetrics.

• Action
  Remove Tag From Contact

  Removes one or more tags, by name, from a contact in a SegMetrics integration.

• Action
  Run Report Query

  Runs an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.

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