Connect Formstack Documents to WiseTeam

Both apps 33Formstack Documents 16WiseTeam 17

• 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 account

  Creates a new account (company) in WiseTeam.

• Action
  Add contact

  Creates a new contact in WiseTeam.

• Action
  Add note

  Adds a note to a WiseTeam lead, contact, account, opportunity or other record.

• Action
  Add opportunity

  Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead.

• Action
  Add task

  Creates a task in WiseTeam, optionally attached to a project or other record.

• Action
  Get account

  Returns a single WiseTeam account by its ID.

• Action
  Get contact

  Returns a single WiseTeam contact by its ID, including name, address, phone and email details.

• Action
  Get lead

  Returns a single WiseTeam lead by its record ID, including all of its fields.

• Action
  Get project

  Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties.

• Action
  Get task

  Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner.

• Action
  List accounts

  Returns all accounts in your WiseTeam CRM with their name and code.

• Action
  List contacts

  Returns all contacts in your WiseTeam account.

• Action
  List leads

  Returns the leads in your WiseTeam account.

• Action
  Update account

  Updates an existing account in WiseTeam, changing its name, code or acronym.

• Action
  Update contact

  Updates an existing contact in WiseTeam. Fields left blank keep their current values.

• Action
  Update lead

  Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign.

• Action
  Update opportunity

  Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead.

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