Connect Formstack Documents and Trengo

Both apps 34Formstack Documents 16Trengo 18

• 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 Internal Note

  Fires when an internal note is added to a Trengo ticket.

• Trigger
  New Outbound Message

  Triggers when an outbound message is created.

• Trigger
  Ticket Label Added

  Triggers when a label is added to a conversation.

• Action
  Add internal note to ticket

  Adds an internal note (visible only to agents) to a Trengo ticket.

• Action
  Add ticket

  Create a new support ticket.

• Action
  Add ticket label

  Attaches an existing label to a Trengo ticket.

• Action
  Create a Contact

  Creates a contact on a Trengo channel. If a contact with the same identifier already exists on that channel, Trengo returns the existing contact instead of creating a duplicate.

• Action
  Create webhook

  Subscribes a URL to one Trengo webhook event type. Used by Trengo instant triggers to register their delivery URL on activation.

• Action
  Delete contact

  Delete a contact by id.

• Action
  Delete ticket

  Delete a ticket by id.

• Action
  Find a Contact

  Returns the Trengo contacts that match the search term.

• Action
  Get contact

  Retrieve a single Trengo contact by its id.

• Action
  Get webhook

  Fetches a webhook by ID, including the event it listens for, the address it sends to and its signing secret. An error occurs if the webhook is not found.

• Action
  List contacts

  List all contacts.

• Action
  List labels

  Lists the ticket labels defined in the Trengo account (first page).

• Action
  List tickets

  Returns all tickets the connected user is authorized to see, optionally filtered by status, contact, users, channels, labels, last message type or update time.

• Action
  Send a Message

  Sends a reply message on an existing Trengo ticket, over the ticket's own channel.

• Action
  Update contact

  Update an existing contact by id.

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