Data & Docs · CONNECTIONManage Formstack Documents templates and data routes, and merge data into them.
Explore 16 workflow actions for Formstack Documents, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Copy a document under a new name.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a document template from HTML or a file.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a data route.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a document template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a data route with its merge URL.
Read a document template's settings and merge URL.
List where a data route's merges are delivered.
List the merge fields across a data route's documents.
List a data route's rules and their conditions.
List the account's data routes.
List where a document's merges are delivered.
List a document's merge fields.
List the account's document templates, optionally by search term or folder.
Send data to a data route's merge URL, merging each document its rules pick.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send data to a document's merge URL so it is merged and delivered.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a document's settings or contents; its type stays.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Formstack Documents. A saved workflow is not a completed provider action.
