Connect Formstack Documents to Tidio

Both apps 30Formstack Documents 16Tidio 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.

• Action
  Add ticket

  Creates a new ticket in Tidio on behalf of a contact, identified by their email address, with a subject and first message.

• Action
  Delete contact

  Permanently deletes a Tidio contact. A deleted contact cannot be recovered.

• Action
  Delete ticket

  Permanently deletes a Tidio ticket by its ID.

• Action
  Get contact

  Returns a single Tidio contact by its ID, including name, email, phone, location, consent status and the contact's custom properties.

• Action
  Get ticket

  Returns a single Tidio ticket with its details and full message history.

• Action
  List contact messages

  Returns the full conversation for a contact: every message from the contact, chat operators and chatbots, plus a link to view the conversation in Tidio.

• Action
  List contacts

  Returns the contacts in your Tidio project with all their properties, optionally filtered by email address.

• Action
  List departments

  Returns all departments (teams of operators) in your Tidio project, with each department's ID and name.

• Action
  List operators

  Returns every operator (chat agent) in your Tidio project, with their name, email, role and active status.

• Action
  List tickets

  Returns all tickets in your Tidio project with their subject, status, priority, contact and assignment, without messages.

• Action
  Reply to ticket

  Adds a reply message to an existing Tidio ticket, written either by an operator or by the ticket's contact, as a public reply or an internal note.

• Action
  Send message on behalf of contact

  Sends a message into a contact's Tidio conversation as if the contact had written it, routing it to the assigned operator and any matching bot rules.

• Action
  Update contact

  Updates an existing Tidio contact's name, email, phone, newsletter consent, external ID and custom contact properties. Only the values you fill in are changed.

• Action
  Update ticket

  Updates an existing Tidio ticket's status, priority, assignment, tags or custom field values. Fields left blank are not changed.

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