Connect Formstack Documents to Avoma

Both apps 28Formstack Documents 16Avoma 12

• 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.

• Action
  Get call

  Returns a single Avoma call by its external ID, including its CRM links, recording URL, processing state and linked meeting.

• Action
  Get meeting

  Returns a single Avoma meeting by its UUID, including its attendees, schedule, state, and recording and transcription details.

• Action
  Get meeting insights

  Returns the AI notes, keyword occurrences, popular keywords and speakers for a completed Avoma meeting.

• Action
  Get recording

  Returns the signed audio and video download links for the recording of an Avoma meeting. If the video is still being processed, returns a message instead of the links.

• Action
  Get transcription

  Returns the transcript of a meeting's recording, including the speakers, the timed transcript text and a link to the VTT file.

• Action
  List calls

  Returns the calls in your Avoma organization that started within a date range, optionally narrowed to inbound or outbound calls.

• Action
  List meetings

  Returns the meetings in your Avoma organization that started within a date range, optionally filtered by attendee, CRM record, recording length or meeting type.

• Action
  List notes

  Returns the AI-generated notes for meetings in a date range, optionally narrowed to one meeting or custom category.

• Action
  List scorecard evaluations

  Returns completed scorecard evaluations for meetings, optionally narrowed by date range, scorecard template, meeting or evaluated user.

• Action
  List users

  Returns the users in your Avoma organization, including each user's name, email, role, teams and status.

• Action
  Update call

  Updates an existing call's details in Avoma, such as its subject, participant names, meeting purpose and outcome, or linked CRM records, and returns the updated call.

• Action
  Upload Audio Call

  Creates a call in Avoma from a publicly reachable audio recording. Avoma downloads the recording and processes it into a transcript and notes, or uses a transcript you supply.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.