Connect Formstack Documents and TidyHQ

Both apps 45Formstack Documents 16TidyHQ 29

• 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
  Contact Activated

  Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).

• Trigger
  Contact Added to Group

  Triggers when a contact has been added to a group.

• Trigger
  Contact Created

  Triggers when a new contact has been created for the first time.

• Trigger
  Contact Deactivated

  Triggers when a contact has been deleted.

• Trigger
  Contact Removed From Group

  Triggers when a contact has been removed from a group.

• Trigger
  Event Deleted

  Triggers when an event is deleted.

• Trigger
  Event Ticket Created

  Triggers when an event ticket is created.

• Trigger
  Event Ticket Deleted

  Triggers when an event ticket is deleted.

• Trigger
  Event Ticket Updated

  Triggers when an event ticket is updated.

• Trigger
  Event Updated

  Triggers when an event is updated.

• Action
  Add Contact Note

  Adds a note to a TidyHQ contact.

• Action
  Add Contact To Group

  Adds an existing TidyHQ contact to one of your groups.

• Action
  Add Event Ticket

  Creates a new ticket type on a TidyHQ event.

• Action
  Add invoice

  Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact.

• Action
  Create Contact

  Creates a new contact in your TidyHQ organisation.

• Action
  Delete Contact

  Deletes a contact from your TidyHQ organisation.

• Action
  Delete Contact Note

  Deletes a note from a TidyHQ contact.

• Action
  Delete Event

  Deletes an event from your TidyHQ organisation.

• Action
  Delete Event Ticket

  Deletes a ticket type from a TidyHQ event.

• Action
  Find Contact

  Finds contacts in your TidyHQ organisation whose details match the search text.

• Action
  Get contact

  Returns a single TidyHQ contact by its id, including its custom field values.

• Action
  Get event

  Returns a single TidyHQ event by its ID, with all of its details.

• Action
  List contacts

  Returns the contacts in your TidyHQ organisation, optionally narrowed by search text.

• Action
  List event tickets

  Returns the ticket types available on a TidyHQ event.

• Action
  List groups

  Returns the contact groups in your TidyHQ organisation.

• Action
  Remove Contact From Group

  Removes a contact from a TidyHQ group.

• Action
  Update Contact

  Updates an existing TidyHQ contact's details. Only the fields you fill in are changed.

• Action
  Update Event

  Updates an existing TidyHQ event's name, times, location or description.

• Action
  Update Event Ticket

  Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. 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.