Formstack Documents
Also an agent toolFormstack Documents (formerly WebMerge) document-generation integration. Documents CRUD (list/get/fields/create/update/copy/delete) + document deliveries, Data Routes CRUD (list/get/fields/rules/deliveries/create/update/delete) + route deliveries, and the JSON merge-and-deliver path for both documents (/merge/{id}/{key}) and routes (/route/{id}/{key}). Auth is HTTP Basic over the /api host (API Key as username, API Secret as password). Action-only: Formstack Documents has no inbound webhook/event API (the only 'webhook' is an outbound per-document delivery callback with a static handshake token, not HMAC) and no cursor-based list, so there is no trigger surface (no webhook handler, no polling) — see webhooks.md and compatibility.md (formstack-documents-03/04). The two merge endpoints live on the bare host https://www.webmerge.me (no /api) and authenticate via the document/route key embedded in the URL, so they use a per-action http.base_url override (ADR-030) and requires_auth:false. Binary-returning surfaces (get_document_file base64, merge download=1, the five tools/* file utilities) require the deferred binary file-I/O engine theme (Theme 9) and are OUT of v1 — see compatibility.md (formstack-documents-05).
20 actions · 0 triggers
The Formstack Documents integration lets you connect Formstack Documents to your automations with 20 actions — and every action is also a tool an AI agent can call. Examples: List Documents, Create Document, Get Document, Get Document Fields, Update Document. No blank-canvas wiring — connect it and use it in your workflows.
Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.
Actions 20
What Zervanor can do in Formstack Documents.
Documents9
List Documents
List all documents (templates) in the account. GET /documents. Supports name/folder filters. Default read connectivity/health-check target.
Create Document
Create a new document/template. POST /documents. Returns the created document object including its new 'id'. Self-contained reversible write (paired with delete_document) — default write test target.
Get Document
Retrieve details for a single document. GET /documents/{id}.
Get Document Fields
List the merge fields defined on a document. GET /documents/{id}/fields.
Update Document
Modify document settings/content. PUT /documents/{id}. Document type cannot be changed.
Copy Document
Duplicate an existing document under a new name. POST /documents/{id}/copy.
Delete Document
Permanently delete a document. DELETE /documents/{id}. Returns {"success":"1"}. Cleanup target for create_document.
List Document Deliveries
List configured delivery methods (email, webhook callback, cloud storage, ...) for a document. GET /documents/{id}/deliveries.
Create Document Delivery
Create a delivery method on a document. POST /documents/{id}/deliveries.
Routes9
List Routes
List all data routes in the account. GET /routes.
Create Route
Create a new data route. POST /routes. Returns the route object including generated 'id' and 'key'.
Get Route
Retrieve a single route's metadata. GET /routes/{id}.
Get Route Fields
List fields for a route (aggregated across all documents in its routing rules). GET /routes/{id}/fields.
Get Route Rules
List the routing rules (conditions) for a route. GET /routes/{id}/rules.
Update Route
Update an existing route configuration. PUT /routes/{id}.
Delete Route
Delete a data route. DELETE /routes/{id}. Returns {"success":"1"}.
List Route Deliveries
List delivery configurations for a route. GET /routes/{id}/deliveries.
Create Route Delivery
Create a delivery method on a route. POST /routes/{id}/deliveries.
Merge1
Merge Document (deliver)
Merge field data into a document and run its configured deliveries. POST https://www.webmerge.me/merge/{id}/{key} (bare host, no /api). No Basic auth — the document {key} in the URL authorizes the call (per-action base_url override, ADR-030). Returns JSON {success, name?, url?}. The binary download=1 variant is deferred (Theme 9) and excluded.
Route1
Merge Route (deliver)
Send data to multiple documents via a route's pre-defined conditions in a single POST, running configured deliveries. POST https://www.webmerge.me/route/{id}/{key} (bare host, no /api). No Basic auth — the route {key} in the URL authorizes the call (per-action base_url override, ADR-030). Returns JSON {success, files:[...]}. The binary download=1 variant is deferred (Theme 9) and excluded.
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Automations using Formstack Documents
Build your own automation with Formstack Documents in the visual builder.
Frequently asked questions
What can I automate with Formstack Documents?
20 actions are available — for example: List Documents, Create Document, Get Document, Get Document Fields, Update Document, and more.
Can Formstack Documents be used as an AI agent tool?
Yes. Every Formstack Documents action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.
How is the Formstack Documents integration modelled?
Formstack Documents is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.