Connect Formstack Documents and Zendesk

Both apps 37Formstack Documents 16Zendesk 21

• 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 Messaging Conversation

  Triggers when a customer starts a new conversation through Zendesk messaging (the web widget, mobile SDK or a social messaging channel). Each conversation arrives as its Zendesk ticket.

• Trigger
  New Ticket

  Polling trigger that fires when a new ticket is created.

• Trigger
  New User

  Polling trigger that fires when a new user is created.

• Action
  Add Comment to Ticket

  Adds a public or private comment to an existing ticket.

• Action
  Create Organization

  Creates a new organization.

• Action
  Create Ticket

  Creates a new ticket in Zendesk.

• Action
  Create User

  Creates a new user (end-user or agent).

• Action
  Delete Ticket

  Deletes a ticket by ID.

• Action
  Delete User

  Soft-deletes a user by ID.

• Action
  Get Messaging User ID

  Returns the Zendesk messaging ID for a user, so their messaging conversation can be looked up in Zendesk Messaging.

• Action
  Get Organization

  Retrieves a single organization by ID.

• Action
  Get Ticket

  Retrieves a single ticket by ID.

• Action
  Get User

  Retrieves a single user by ID.

• Action
  List Organizations

  Lists organizations in the account.

• Action
  List Ticket Comments

  Lists all comments on a ticket.

• Action
  List Tickets

  Lists tickets in the account.

• Action
  Search

  Runs a Zendesk search query across tickets, users, and organizations.

• Action
  Search Users

  Searches users by query (name, email, etc.).

• Action
  Update Organization

  Updates an existing organization by ID.

• Action
  Update Ticket

  Updates an existing ticket by ID.

• Action
  Update User

  Updates an existing user by ID.

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