Connect NetHunt CRM to Formstack Documents

Both apps 32NetHunt CRM 16Formstack Documents 16

• Trigger
  New Call Log

  Triggered when a new call log is added to a record in the specified folder.

• Trigger
  New Comment

  Triggered when a new comment is added to a record in the specified folder.

• Trigger
  New folder

  Triggered when a new folder is added.

• Trigger
  New Google Drive File in Folder

  Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments.

• Trigger
  New or Updated Record in Folder

  Triggered when a record is created or updated in the specified folder.

• Trigger
  New Record in Folder

  Triggered when a record is created in the specified folder.

• Trigger
  Two-way sync new or updated records in folder

  A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Updated Record in Folder

  Triggered when a record is updated in the specified folder.

• Action
  Add Call Log

  Add a call log to the specified record.

• Action
  Add Comment

  Add a comment to the specified record.

• Action
  Delete Record

  Delete a record by ID.

• Action
  Find Record

  Search records in a folder by ID or text query.

• Action
  Find record by field value

  Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at. DYNAMIC OUTPUT — DOCUMENTED EXCEPTION TO THE DESIGN RULE (2026-07-20). The standing rule puts FIND ops in the IDs-only bucket: GET enriches output with a field picker, FIND/LIST return IDs only. This op is a deliberate exception because NetHunt exposes NO get-by-id endpoint, so there is no GET op that could carry the picker. Re-confirmed against live data: ?query=<recordId> returns [] for a record that demonstrably exists in that folder (record 6a48901d931c9b3a9bbfb83c in Contacts), recordId:x 400s, and find-record-by-id 404s. The choice was therefore FIND-or-nothing, and a NetHunt user with no output picker has no way to map folder fields at all. If NetHunt ever ships a get-by-id endpoint, move the picker to a proper GET op and revert this op to IDs-only. Field values are projected under `fields`, a flat object keyed by field NAME, matching the house convention of a dynamic map beside the record's own top-level keys (cf. Agile/Cliniko/Capsule/MINDBODY `custom_fields`). NetHunt has no standard-vs-custom split — every folder field is user-defined — so the whole `fields` object is the dynamic surface and the container keeps the accurate name `fields` rather than `custom_fields`. The picker is parameterized per folder: `folder_id` is a SETTING (not an input) because dynamic-schema resolution binds only against step settings, so an input-sourced folder could never resolve the discovery at automation-load time. TYPE BLINDNESS (inherent, not fixable here): the backing schema endpoint returns only {name} with no type, so the picker advertises every field as String. Live reads return numbers and lists — e.g. Deal amount 100000 and Probability 0.9 are numbers, and Company / Contact person / Manager / Email / Label are ARRAYS (link fields carry record-id arrays). Mapping one of these as a scalar fails at runtime with no design-time signal.

• Action
  List Folder Fields

  List the fields of a folder.

• Action
  List Readable Folders

  List all folders the user can read.

• Action
  List Writable Folders

  List folders the user can create records in.

• 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.

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