Integration
Connect Formstack Documents to Zoom
When something happens in Formstack Documents, your agent does the next thing in Zoom. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Formstack Documents and Zoom to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 16 triggers · 32 actions
Trigger
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins 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 PDFTurns 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 DocumentMakes 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 RouteCreates 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 MergeSends 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 DocumentCreates 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 RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns 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 FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates 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 DocumentUpdates 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
Meeting endedTriggered when a meeting ends.
Trigger
Meeting participant joinedTriggers when a participant joins a meeting.
Trigger
Meeting registration cancelledTriggered when a meeting registration is cancelled.
Trigger
Meeting startedTriggered when a meeting starts.
Trigger
New recording completedTriggered when a cloud recording is completed.
Trigger
New recording completed (all active licensed accounts)Triggered when a cloud recording is completed in any licensed active account.
Trigger
New recording completed (specified account)Triggered when a cloud recording is completed for the specified account.
Trigger
New webinar registrantTriggers when a new registrant is added to a Webinar.
Trigger
Recording completedTriggered when a recording completes.
Trigger
Upcoming meetingTriggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (all active licensed accounts)Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (specified account)Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting via integration setting (all active licensed accounts)Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
Trigger
Webinar endedTriggered when a webinar ends.
Trigger
Webinar startedTriggered when a webinar starts.
Action
Add meeting registrantAdds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
Action
Create meetingCreates a new meeting.
Action
Delete meetingDeletes the specified meeting.
Action
End meetingImmediately ends a meeting.
Action
Find meeting by agendaFinds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
Action
Get approved meeting registrantsReturns approved registrants (up to 300 max) registrants for the specified meeting.
Action
Get connection modeReturns the mode of the named Zoom connection, either Individual or Admin.
Action
Get meetingOutputs details for the specified meeting.
Action
Get meeting registrantReturns details for the specified registrant in the specified meeting.
Action
Get userReturns a Zoom user's profile and settings by user ID or email.
Action
Get user settingsOutputs all settings for the specified user.
Action
List cloud recordingsLists cloud recordings for a Zoom user within a date range.
Action
List meetingsLists a Zoom user's scheduled, live, or upcoming meetings.
Action
List usersLists the users on the Zoom account.
Action
Update meetingUpdates an existing meeting.
Action
Update meeting registrant statusUpdates a registrant's status for the specified meeting.
Action
Update user settingsUpdates the specified user's settings.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.