Integration

Connect Ninety to Formstack Documents

When something happens in Ninety, 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.

Ninety4 triggersNinety21 actionsFormstack Documents1 triggerFormstack Documents15 actions

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What do you want Ninety 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 Ninety and Formstack Documents

Triggers and actions 5 triggers · 36 actions

Trigger
New Issue Created
Triggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues.
Trigger
New Measurable
Triggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly.
Trigger
New Team
Triggered when a new team is created in your Ninety company.
Trigger
To-Do Created, Updated, or Deleted
Triggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger.
Action
Create Issue
Creates an issue on a Ninety team's issues list.
Action
Create Milestone
Creates a milestone on a Ninety rock, with a title and due date.
Action
Create Rock
Creates a rock (a quarterly goal) for a Ninety team, with a due date, status and level.
Action
Create To-Do
Creates a to-do on a Ninety team, with a due date and optional description.
Action
Delete Issue
Deletes an existing Issue in Ninety by its ID.
Action
Delete Measurable Note
Deletes the note on a Measurable for one scorecard period.
Action
Delete Measurable Score
Deletes the score on a Measurable for one scorecard period.
Action
Delete Rock
Deletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned.
Action
Delete To-Do
Deletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed.
Action
Find Issue
Searches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues.
Action
Find Measurable
Searches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables.
Action
Find Milestone
Searches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock.
Action
Find Rock
Searches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks.
Action
Find Team
Returns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need.
Action
Find To-Do
Searches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos.
Action
Update Issue
Changes an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are.
Action
Update Measurable Note
Saves the note on a Ninety scorecard measurable for one period, replacing any note already there.
Action
Update Measurable Score
Records the score on a Ninety scorecard measurable for one period, replacing any score already there.
Action
Update Milestone
Changes an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are.
Action
Update Rock
Changes an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are.
Action
Update To-Do
Changes an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are.
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 Ninety