Connect Formstack to Modern Treasury

Both apps 33Formstack 19Modern Treasury 14

• Trigger
  New Form

  Triggers when a new form is created in the account.

• Action
  Copy Form

  Create a copy of an existing form.

• Action
  Create Folder

  Create a new form folder.

• Action
  Create Form

  Create a new form.

• Action
  Create Form Field

  Add a new field to a form.

• Action
  Create Submission

  Submit data to a form. Field values are passed as field_<id> keys.

• Action
  Create Webhook

  Create a webhook on a form that POSTs to a URL when a submission is received.

• Action
  Delete folder

  Delete a folder.

• Action
  Delete Form

  Delete a form by ID.

• Action
  Delete Submission

  Delete a submission by ID.

• Action
  Delete Webhook

  Delete a webhook by ID.

• Action
  Get folder

  Get a folder by id.

• Action
  Get Form

  Retrieve details for a single form by ID.

• Action
  Get form field

  Get one field on a form.

• Action
  List Form Confirmations

  List confirmation emails configured on a form.

• Action
  List Form Fields

  List all fields on a form.

• Action
  List form notifications

  List notification emails for a form.

• Action
  List Webhooks

  List webhooks configured on a form.

• Action
  Update folder

  Update a folder.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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