Integration

Connect Formstack Documents to Snitcher

When something happens in Formstack Documents, your agent does the next thing in Snitcher. Describe it in plain language and the automation is built, tested on every branch and kept running.

Formstack Documents1 triggerFormstack Documents15 actionsSnitcher2 triggersSnitcher11 actions

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What do you want Formstack Documents and Snitcher to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Formstack Documents and Snitcher

Triggers and actions 3 triggers · 26 actions

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 Organisation
Triggered when a new company is identified visiting your website in the selected Snitcher workspace.
Trigger
Organisation Enters Segment
Triggered when a company first appears in the selected Snitcher segment.
Action
Create Custom Field
Creates a new custom field definition on organisations in a Snitcher workspace.
Action
Create Tag
Creates a new tag in a Snitcher workspace so it can be applied to organisations.
Action
Find Contacts
Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.
Action
Find Organisation
Looks up an organisation in a Snitcher workspace by company name and returns the first match.
Action
Get User Profile
Returns the name, email and id of the Snitcher user the connection belongs to.
Action
List Custom Fields
Returns all custom field definitions set up on organisations in a Snitcher workspace.
Action
List Segments
Returns all segments defined in a Snitcher workspace.
Action
List Sessions
Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.
Action
List Workspaces
Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.
Action
Reveal Contact Email
Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.
Action
Search Organisations
Searches the organisations in a Snitcher workspace using advanced field filters.

Each app on its own

The other way round: Snitcher to Formstack Documents