What can I automate with the Formstack Documents integration?

Create document templates and data routes, merge data, and convert or process PDF files. Lodol supports 24 actions and 4 triggers for Formstack Documents, which you can combine with any other app in a workflow.

How do I connect Formstack Documents to Lodol?

Connect Formstack Documents once in your workspace and every action and trigger it supports can be added to a workflow, by you in the editor or by your AI.

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Formstack Documents

Create document templates and data routes, merge data, and convert or process PDF files.

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actions: 24
triggers: 4

Triggers

Start a workflow when something happens in Formstack Documents.

New documentRuns when new document is observed in Formstack Documents. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New or updated documentRuns when new or updated document is observed in Formstack Documents. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New routeRuns when new route is observed in Formstack Documents. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
New or updated routeRuns when new or updated route is observed in Formstack Documents. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.

Actions

Steps a workflow can run in Formstack Documents.

Filter Formstack Documents actions

List documentsList documents.
Get documentGet document.
Delete documentDelete document.
List document fieldsList document fields.
List document deliveriesList document deliveries.
List routesList routes.
Get routeGet route.
Delete routeDelete route.
List route fieldsList route fields.
List route rulesList route rules.
List route deliveriesList route deliveries.
Create documentCreate document.
Update documentUpdate document.
Copy documentCopy document.
Merge documentMerge document.
Merge routeMerge route.
Create routeCreate route.
Update routeUpdate route.
CombineCombine.
Convert to pdfConvert to pdf.
Compress pdfCompress pdf.
Encrypt pdfEncrypt pdf.
Split pdfSplit pdf.
Download templateRetrieve the uploaded source template as base64, with its file type and last update time.