Connect Formstack Documents to Shade

Both apps 30Formstack Documents 16Shade 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
  Asset Updated

  Triggers when an asset in the Shade drive and folder you select is added or changed.

• Trigger
  New Asset

  Triggers when a new asset appears in the Shade drive and folder you select.

• Trigger
  New Collection

  Triggers when a new collection is created in the Shade drive you select.

• Trigger
  New Drive

  Triggers when a new drive is created in the Shade workspace you select.

• Trigger
  New Public Share Link

  Triggers when a new public share link is created in the Shade drive you select.

• Trigger
  New Transcription

  Triggers when an asset in the Shade drive and folder you select finishes transcription.

• Trigger
  Public Share Link Updated

  Triggers when a public share link in the Shade drive you select is created or changed.

• Action
  Copy a File

  Copies a file or folder to another location within the same Shade drive.

• Action
  Create Folder

  Creates a folder at the path you supply in a Shade drive.

• Action
  Find an Asset

  Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters.

• Action
  Get Public Links for a File or Folder

  Returns the public share links that exist for a file or folder in a Shade drive.

• Action
  Search Asset Chunks

  Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type.

• Action
  Search for an Asset by Description

  Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index.

• Action
  Share File or Folder

  Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation.

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