Formstack Documents

Automate your document generation. Eliminate paperwork and transform data into beautifully designed Formstack documents you can send anywhere.

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Formstack Documents

Formstack Documents API Integrations

Build and run workflows using the Formstack Documents API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The Formstack Documents API gives you the power to automate document creation and delivery, making it simple to generate custom PDFs, Word documents, PowerPoint presentations, and more, from your data. By leveraging the API within Pipedream, you can integrate dynamic document generation into your workflows. You might merge data from various sources, populate templates with real-time data, and send documents directly to customers or team members.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    formstack_documents: {
      type: "app",
      app: "formstack_documents",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.webmerge.me/api/documents`,
      auth: {
        username: `${this.formstack_documents.$auth.api_key}`,
        password: `${this.formstack_documents.$auth.api_secret}`,
      },
    })
  },
})

Choose an API to Connect with Formstack Documents API

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24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Snowflake
Snowflake
A data warehouse built for the cloud
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Automate Contract Generation from CRM Updates: When a CRM like Salesforce updates a deal to 'Closed Won,' trigger a workflow in Pipedream to populate a contract template in Formstack Documents with the deal details. Then, email the contract to the customer for signature.

  • Dynamic Invoicing for E-commerce Orders: Upon an order completion in an e-commerce platform such as Shopify, use Pipedream to capture the order details and create a tailored invoice using Formstack Documents. The invoice can then be emailed to the customer or saved to cloud storage like Google Drive.

  • Custom Report Generation from Database Entries: Trigger a Pipedream workflow with new or updated records from a database app like Airtable. Use the Formstack Documents API to fill in a report template with the latest data, and then send the report to a Slack channel for team updates.

Merge Document with Formstack Documents API on New Requests from HTTP / Webhook API
HTTP / Webhook + Formstack Documents
 
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Add Single Row with Google Sheets API on New Document Created from Formstack Documents API
Formstack Documents + Google Sheets
 
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Get Document with Formstack Documents API on New Item in Feed from RSS API
RSS + Formstack Documents
 
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Get Document with Formstack Documents API on New Message (Instant) from Discord API
Discord + Formstack Documents
 
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Get Document with Formstack Documents API on New Message In Channels (Instant) from Slack API
Slack + Formstack Documents
 
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New Document Created from the Formstack Documents API

Emit new event when a new document is created. See documentation

 
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Create Document with the Formstack Documents API

Create a new document. See documentation

 
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Get Document with the Formstack Documents API

Get the details of the specified document. See documentation

 
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Merge Document with the Formstack Documents API

Initiates a merge process using provided data. See documentation

 
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Authentication

Formstack Documents uses API keys for authentication. When you connect your Formstack Documents account, Pipedream securely stores the keys so you can easily authenticate to Formstack Documents APIs in both code and no-code steps.

To retrieve your API keys,

  • Navigate to your Formstack Documents account and sign in
  • Go to “My Account” > “API Access”