Formstack Documents + DoneDone Integration

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Formstack Documents + DoneDone Integration
1.
  • Formstack Documents
    Merged document is populated in Formstack Documents

    Triggers the automation when a document is filled with data from different sources

    Instant
  • DoneDone
    Task is created in DoneDone

    Triggers the automation when a new task is added

  • DoneDone
    Conversation is created in DoneDone

    Triggers the automation when a new conversation is initiated

2.
  • Formstack Documents
    Merge a document in Formstack Documents

    Combine multiple documents into a single file

  • Formstack Documents
    Create a data route merge in Formstack Documents

    Creates a new data route merge

  • Formstack Documents
    Delete a document in Formstack Documents

    Deletes a particular document from the system

  • Formstack Documents
    Convert file to PDF in Formstack Documents

    Convert any file format to a pdf document

  • DoneDone
    Create task in DoneDone

    Creates a new task

  • DoneDone
    Search task in DoneDone

    Searches for a task

  • DoneDone
    Update task status in DoneDone

    Updates the status of a task based on predefined conditions

  • DoneDone
    Get task detail by id in DoneDone

    Retrieves detailed information for a task using its id

  • DoneDone
    Create project in DoneDone

    Creates a new project

  • DoneDone
    Add comment to conversation in DoneDone

    Adds a comment to an ongoing conversation

  • DoneDone
    Add comment to task in DoneDone

    Adds a comment to a task with instructions or information

  • DoneDone
    Get conversation detail in DoneDone

    Retrieves details and information from a conversation log or chat transcript

  • DoneDone
    Create Conversation in DoneDone

    Start a new conversation with speicified recipients

  • DoneDone
    Search conversation in DoneDone

    Searches for keywords within a conversation

  • DoneDone
    Update conversation status in DoneDone

    Updates the status of a conversation based on particular criteria

  • DoneDone
    Add reply to conversation in DoneDone

    Post replies to a conversation

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