Integration

Connect HappyFox Chat to Formstack Documents

When something happens in HappyFox Chat, your agent does the next thing in Formstack Documents. Describe it in plain language and the automation is built, tested on every branch and kept running.

HappyFox Chat3 triggersHappyFox Chat8 actionsFormstack Documents1 triggerFormstack Documents15 actions

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What do you want HappyFox Chat and Formstack Documents 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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Everything your agent can do with HappyFox Chat and Formstack Documents

Triggers and actions 4 triggers · 23 actions

Trigger
Finished Chat
Triggered when a chat in HappyFox Chat ends and its transcript is created.
Trigger
New Missed Chat
Triggered when a chat in HappyFox Chat ends without an agent answering it.
Trigger
New Offline Message
Triggered when a visitor leaves an offline message in HappyFox Chat.
Action
Get agent
Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.
Action
Get department
Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.
Action
List agents
Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.
Action
List canned responses
Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.
Action
List departments
Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.
Action
List offline messages
Returns the offline messages visitors left in HappyFox Chat while no agent was available.
Action
List transcripts
Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.
Action
List visitors
Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.
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.

Each app on its own

The other way round: Formstack Documents to HappyFox Chat