Integration
Connect Formstack Documents to Stripe
When something happens in Formstack Documents, your agent does the next thing in Stripe. 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 Stripe 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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Triggers and actions 12 triggers · 36 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 ChargeTriggers when a new charge is created.
Trigger
New Charge (instant)Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
New EventTriggers when a new Stripe event is created (covers all event types via the Events API).
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New paid and available chargeTriggered when a new paid and available charge is created.
Trigger
New paid chargeTriggered when a new paid charge is created.
Trigger
New planTriggered when a new plan is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New RefundTriggers when a new refund is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Action
Cancel SubscriptionCancels a subscription by its ID.
Action
Create ChargeCreates a charge. Amount is in the smallest currency unit (e.g. cents).
Action
Create charges (bulk charge creation)Creates a charge in Stripe.
Action
Create CustomerCreates a new customer in Stripe.
Action
Create Payment IntentCreates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.
Action
Create PriceCreates a price for a product. unit_amount is in the smallest currency unit.
Action
Create ProductCreates a product (a good or service) in Stripe.
Action
Create RefundRefunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.
Action
Create refund by charge id (distinct from Create Refund)Creates a refund for a specific charge id.
Action
Create SubscriptionCreates a subscription for a customer to one or more prices.
Action
Delete CustomerPermanently deletes a customer by ID.
Action
Find Customer by EmailSearches for customers matching an email address.
Action
Get ChargeRetrieves a charge by its ID.
Action
Get charge details (distinct from Get Charge)Retrieves a charge's details by its charge id.
Action
Get CustomerRetrieves a customer by their Stripe ID.
Action
Get InvoiceRetrieves an invoice by its ID.
Action
Get RefundRetrieves a refund by its ID.
Action
Get SubscriptionRetrieves a subscription by its ID.
Action
Get transaction detailsRetrieves a transaction's details by its transaction id.
Action
List balance transactionsList balance transactions (txn_xxx) for the account, most recent first.
Action
Update CustomerUpdates an existing customer by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.