Formstack Documents + Dropbox + Airtable Integrations

How to connect Formstack Documents + Dropbox + Airtable

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Do even more with Formstack Documents + Dropbox + Airtable

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, Dropbox, and Airtable. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FolderRequired
  Check a specific folder for new folders. Keep clicking to go inside folders. Please note: new folders added to folders inside the folder you choose here will NOT trigger this Zap.
Trigger
Scheduled
Try It
- FolderRequired
  Parent folder, like /TextFiles/ or /Documents/Taxes/.
- Folder NameRequired
Action
Write

- FileRequired
  File you would like to move. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New LocationRequired
  Where to move the file.
Action
Write
- FolderRequired
  Where to find the file that will be updated, or where to create the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to append to the text file.
Action
Write

- PathRequired
  The path to be shared by the shared link, e.g. /Documents/Taxes or /Documents/Taxes/notes.txt.
- Requested Visibility
  The access permission that can be requested by the caller for the shared link. Note that the final resolved visibility of the shared link takes into account other aspects, such as team and shared folder settings.
- Link Password
  If Requested Visibility is Password this is needed to specify the password to access the link.
- Expires At
  Expiration time of the shared link. By default the link won't expire.
Action
Write
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Folder NameRequired
- Include Deleted Folders?
Action
Search
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- Search TermRequired
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search
- BaseRequired
- TableRequired
- Help Text
  You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.
- Which timestamp field should this Zap use to check for updates?Required
  When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.
- Limit to View
  Filter on updates to a specific View in your Table.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It
- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search or write

- OutputRequired
- File Name
  Your desired name of the combined file (no extension).
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FileRequired
Action
Write
- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Trigger
Scheduled
Try It
- FolderRequired
  Where to save the file.
- FileRequired
  Must be a file object from another service (or some URL).
- Overwrite
  Whether we should overwrite this file (if one of the same name exists) or not.
- Specify File Name
  Advanced: By default, we use the same name as the file from the trigger. If you need to change the name, enter a value here. The original file extension will be appended.
- Specify File Extension
  Advanced: If you specify a file name, you can also specify an extension (include the initial ".").
Action
Write
- FolderRequired
  Where to save the new file.
- File NameRequired
  Specify the name of the file. ".txt" will always be appended as the file extension.
- File ContentRequired
  Plain text content to put inside the new text file.
- Overwrite
  Whether we can overwrite this file (if one of the same name exists) or not.
Action
Write
- FileRequired
  File you would like to rename. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as /Folder1/Folder2/File Name.pdf
- New NameRequired
  What you'd like to rename the file too (without extension, ie .pdf).
Action
Write
- Api Docs Info
  API docs for Dropbox are located here http://dropbox.github.io/dropbox-sdk-js/Dropbox.html
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- FolderRequired
  The folder to search in, like /TextFiles/ or /Documents/Taxes/. Keep clicking to go inside folders.
- File NameRequired
- Include Deleted Files?
- Include file contents?
  Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Action
Search
- BaseRequired
- TableRequired
- Limit to View
  (Optional) Limit to records added to a specific View, and return records in the View order.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It
- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- BaseRequired
  Pick the Airtable base containing the records you wish to update.
- TableRequired
  Pick the Airtable table containing the records you wish to update.
- RecordRequired
  Pick the Airtable record that you wish to update.
Action
Write
- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search or write

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How Formstack Documents + Dropbox + Airtable Integrations Work

Step 1: Authenticate Formstack Documents, Dropbox, and Airtable.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Formstack Documents + Dropbox + Airtable

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Learn more

Related categories

Documents

Similar apps

Google Docs

Documents, Google

Dropbox

File Management & Storage

Quip

Documents

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Related categories

File Management & Storage

Similar apps

Google Drive

File Management & Storage, Google

Box

File Management & Storage

OneDrive

File Management & Storage, Microsoft

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

Similar apps

Quick Base

Databases

Zoho Creator

App Builder, Zoho

Smartsheet

Spreadsheets

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Formstack Documents + Dropbox + Airtable Integrations

How to connect Formstack Documents + Dropbox + Airtable

Do even more with Formstack Documents + Dropbox + Airtable

New Merged Document

Convert File to PDF

FileRequired

Create Document Merge

DocumentRequired

Download File

New Folder

FolderRequired

Create Folder

FolderRequired

Folder NameRequired

Move File

FileRequired

New LocationRequired

Create or Append to Text File

FolderRequired

File NameRequired

File ContentRequired

Create Shared Link

PathRequired

Requested Visibility

Link Password

Expires At

Find Folder

FolderRequired

Folder NameRequired

Include Deleted Folders?

Find File (Content Search)

FolderRequired

Search TermRequired

Include file contents?

New or Updated Record

BaseRequired

TableRequired

Help Text

Which timestamp field should this Zap use to check for updates?Required

Limit to View

Include file contents?

Create Records (With Line Item Support)

BaseRequired

TableRequired

Find Many Records (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search Formula

Limit to View

Include file contents?

Find or Create Record(s) (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search Formula

Limit to View

Include file contents?

Combine Files

OutputRequired

File Name

File 1Required

File 2

File 3

File 4

File 5

Create Data Route Merge

RouteRequired

Download File

Extract Field Values From PDF

FileRequired

New File in Folder

FolderRequired

Include file contents?

Upload File

FolderRequired

FileRequired

Overwrite