Integration
Connect Formstack Documents to SQL Server
When something happens in Formstack Documents, your agent does the next thing in SQL Server. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Formstack Documents and SQL Server 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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Connect Claude CodeEverything your agent can do with Formstack Documents and SQL Server
Triggers and actions 5 triggers · 22 actions
Trigger
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins 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 PDFTurns 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 DocumentMakes 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 RouteCreates 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 MergeSends 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 DocumentCreates 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 RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns 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 FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates 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 DocumentUpdates 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 or Updated RowTriggers when a new row is added or modified.
Trigger
New or Updated Row (Custom Query)Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.
Trigger
New RowTriggers when you add a new row.
Trigger
New TableFires when a new table appears in the connected SQL Server database.
Action
Add RowAdd one row to a table on the connected SQL Server database.
Action
Delete RowDelete the rows in a table whose chosen column equals a value.
Action
Find RowFind the first row in a table whose chosen column matches a value.
Action
Find Rows via Custom QueryRuns a SELECT statement you write against the connected SQL Server database and returns every row it matches.
Action
Find Row via Custom QueryRuns a SELECT statement you write against the connected SQL Server database and returns the first row it matches.
Action
Run Custom StatementRuns a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.
Action
Update RowChange column values on every row of a table whose chosen column matches a value.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.