APIANT.aiApp
Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
What your agent can do with Formstack Documents
Triggers and actions 1 trigger · 15 actions
- TriggerNew Merged Document
Triggers when a merged/populated document is created.
- ActionCombine 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.
- ActionConvert 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.
- ActionCopy 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.
- ActionCreate 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.
- ActionCreate 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.
- ActionCreate 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.
- ActionDelete Data Route
Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
- ActionDelete Document
Deletes a document template from Formstack Documents.
- ActionGet 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.
- ActionGet Document
Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
- ActionGet Document Fields
Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
- ActionList Data Routes
Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.
- ActionList Documents
Returns your Formstack Documents templates, each with its name, type, output format and merge URL.
- ActionUpdate 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.
- ActionUpdate 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.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the Formstack Documents API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.