Integration

Connect Yay! Forms to Formstack Documents

When something happens in Yay! Forms, 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.

Yay! Forms1 triggerYay! Forms12 actionsFormstack Documents1 triggerFormstack Documents15 actions

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What do you want Yay! Forms 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 Yay! Forms and Formstack Documents

Triggers and actions 2 triggers · 27 actions

Trigger
New Response
Triggers when a new response is submitted.
Action
Create Field
Adds a new question field to a Yay! Forms form and returns the created field.
Action
Create Form
Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
Action
Delete Field
Deletes one question field from a Yay! Forms form.
Action
Delete Form
Deletes a Yay! Forms form along with its fields and responses.
Action
Get Form
Returns one Yay! Forms form with its settings, theme, status and response counts.
Action
Get Form Stats
Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
Action
List Fields
Returns every question field on a Yay! Forms form, in the order they appear.
Action
List Forms
Returns the forms in a Yay! Forms workspace, one page at a time.
Action
List Responses
Returns the responses submitted to a Yay! Forms form, one page at a time.
Action
List Workspaces
Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
Action
Update Field
Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
Action
Update Form
Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.
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 Yay! Forms