Connect Formstack Documents and Zoho Mail

Both apps 32Formstack Documents 16Zoho Mail 16

• 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 Email

  Triggered when a new email arrives in a Zoho Mail account.

• Trigger
  New Email Matching Search

  Fires for each new email in a Zoho Mail account that matches a saved search.

• Trigger
  New Tagged Email

  Fires once for each email in the account that carries the chosen tag, newest first.

• Action
  Create Draft

  Composes an email and saves it as a draft in a Zoho Mail account.

• Action
  Create Folder

  Creates a new folder in a Zoho Mail account, optionally nested under a parent folder.

• Action
  Create New Task

  Creates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks.

• Action
  Create Tag

  Creates a new label (tag) in a Zoho Mail account.

• Action
  Delete email

  Delete a message.

• Action
  Find emails by search

  Returns up to 10 emails that match the specified Zoho Mail search criteria.

• Action
  Get email

  Get a message's content by id.

• Action
  List emails

  Lists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type.

• Action
  List folders

  Lists all folders in a Zoho Mail account.

• Action
  List tags

  List labels/tags.

• Action
  Reply to email

  Sends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery.

• Action
  Send Email

  Sends an email from a Zoho Mail account.

• Action
  Update email

  Updates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam.

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