Integration

Connect Timesheet to Formstack Documents

When something happens in Timesheet, 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.

Timesheet7 triggersTimesheet53 actionsFormstack Documents1 triggerFormstack Documents15 actions

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Everything your agent can do with Timesheet and Formstack Documents

Triggers and actions 8 triggers · 68 actions

Trigger
New Absence
Triggered when a new absence is requested or recorded in the chosen Timesheet organization.
Trigger
New Project
Triggered when a new project is created in Timesheet.
Trigger
New Rate
Triggered when a new pay rate is created in Timesheet.
Trigger
New Tag
Triggered when a new tag is created in Timesheet.
Trigger
New Task
Triggered when a new tracked time entry is recorded in Timesheet.
Trigger
New Team
Triggered when a new team is created in Timesheet.
Trigger
New Todo
Triggered when a new to-do is created in Timesheet.
Action
Approve Absence
Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.
Action
Create Expense
Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.
Action
Create Note
Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.
Action
Create Organization
Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.
Action
Create Project
Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.
Action
Create Rate
Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.
Action
Create Reminder
Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.
Action
Create Tag
Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.
Action
Create Task
Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.
Action
Create Team
Creates a team inside a Timesheet organization. Returns the new team with its ID.
Action
Create Todo
Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.
Action
Delete Expense
Deletes an expense from Timesheet. Returns confirmation that the expense was removed.
Action
Delete Note
Deletes a note from Timesheet. Returns confirmation that the note was removed.
Action
Delete Organization
Deletes an organization from Timesheet. Returns confirmation that the organization was removed.
Action
Delete Project
Deletes a project from Timesheet. Returns confirmation that the project was removed.
Action
Delete Rate
Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed.
Action
Delete Reminder
Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed.
Action
Delete Tag
Deletes a tag from Timesheet. Returns confirmation that the tag was removed.
Action
Delete Task
Deletes a time entry from Timesheet. Returns confirmation that the entry was removed.
Action
Delete Team
Deletes a team from Timesheet. Returns confirmation that the team was removed.
Action
Delete Todo
Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed.
Action
Find Absence
Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.
Action
Find Expense
Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find Note
Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find Organization
Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.
Action
Find Project
Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.
Action
Find Rate
Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find Reminder
Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.
Action
Find Tag
Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find Task
Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.
Action
Find Team
Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches.
Action
Find Todo
Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.
Action
Get Current Timer
Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.
Action
Get Project
Returns one Timesheet project by ID, including its client, settings and tracked totals.
Action
Get Rate
Returns one Timesheet pay rate by ID, including its multiplier and extra amount.
Action
Get Tag
Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.
Action
Get Task
Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.
Action
Get Team
Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.
Action
Pause Timer
Pauses the running timer, starting a break. Returns the timer with its new paused state.
Action
Resume Timer
Resumes a paused timer, ending the current break. Returns the timer with its new running state.
Action
Send Report
Generates a timesheet report for the chosen period and emails it to the given address.
Action
Start Timer
Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.
Action
Stop Timer
Stops the running timer and closes out the time entry it was tracking.
Action
Update Expense
Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.
Action
Update Note
Updates an existing note's text, date or attachment. Fields left blank keep their current values.
Action
Update Organization
Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.
Action
Update Project
Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.
Action
Update Rate
Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.
Action
Update Reminder
Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.
Action
Update Tag
Updates an existing tag's name, colour or archived state. Fields left blank keep their current values.
Action
Update Task
Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.
Action
Update Team
Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.
Action
Update Todo
Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.
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 Timesheet