Formstack Documents + Dropbox + Quick Base Integrations

How to connect Formstack Documents + Dropbox + Quick Base

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Do even more with Formstack Documents + Dropbox + Quick Base

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 Quick Base. 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
- ApplicationRequired
  You must select an app before you can select the table where you want to create a record.
- TableRequired
  Select the table where you want to create a record.
Action
Write
- ApplicationRequired
  You must select an app before you can select the table where you want to delete a record.
- TableRequired
  Select the table where you want to delete a record.
- Record IDRequired
  Provide an id for the record that you want to delete.
Action
Write
- ApplicationRequired
  You must select an app before you can select what table you search for a record.
- TableRequired
  Select a table you want to search for a record.
- Criteria Match ConditionRequired
  Do you want the search to match all of these conditions or any of these conditions?
- Criteria Field
  Select a Criteria Field, Operator and Value to filter which records to include when the trigger fires.
  If you do not provide a criteria, then any new record in the table will run this Trigger.
- Criteria Operator
  Select a comparison operator.
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
  If your search returns more than one record, the sort field and order will determine which record will selected.
- Sort Order
Action
Search

- 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
- ApplicationRequired
  You must select an app before you can select what table you want to watch for new records.
- TableRequired
  Select the table you want to watch for new records.
- Criteria Field
  Select a Criteria Field, Operator and Value to filter which records to include when the trigger fires.
  If you do not provide a criteria, then any new record in the table will run this Trigger.
- Criteria Operator
  Select a comparison operator.
- Criteria Value
Trigger
Scheduled
Try It
- ApplicationRequired
  You must select an app before you can select the table where you want to create a record.
- TableRequired
  Select the table where you want to create a record.
Action
Write
- ApplicationRequired
  You must select an app before you can select the table where you want to update a record.
- TableRequired
  Select the table where you want to update a record.
- Record IDRequired
  Please use a Search Connector or provide an ID using a Custom Value for the record that you want to update.
Action
Write
- ApplicationRequired
  You must select an app before you can select the table where you want to create a record.
- TableRequired
  Select the table where you want to create a record.
- Criteria Match ConditionRequired
  Do you want the search to match all of these conditions or any of these conditions?
- Criteria Field
  Select a Criteria Field, Operator and Value to filter which records to include when the trigger fires.
  If you do not provide a criteria, then any new record in the table will run this Trigger.
- Criteria Operator
  Select a comparison operator.
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
  If your search returns more than one record, the sort field and order will determine which record will selected.
- Sort Order
Action
Search or write

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How Formstack Documents + Dropbox + Quick Base Integrations Work

Step 1: Authenticate Formstack Documents, Dropbox, and Quick Base.
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 + Quick Base

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 Quick Base

Quick Base is a tool to help you turn ideas about better ways to work into apps that make your team more efficient, informed and productive.

Learn more

Related categories

Databases

Similar apps

Podio

Project Management

Gravity Forms

Forms & Surveys, WordPress

Zoho Creator

App Builder, Zoho

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Formstack Documents + Dropbox + Quick Base Integrations

How to connect Formstack Documents + Dropbox + Quick Base

Do even more with Formstack Documents + Dropbox + Quick Base

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?

Create Record

ApplicationRequired

TableRequired

Delete Record

ApplicationRequired

TableRequired

Record IDRequired

Find Record

ApplicationRequired

TableRequired

Criteria Match ConditionRequired

Criteria Field

Criteria Operator

Criteria Value

Criteria Set 2: Field

Criteria Set 2: Operator

Criteria Set 2: Value

Criteria Set 3: Field

Criteria Set 3: Operator

Criteria Set 3: Value

Criteria Set 4: Field

Criteria Set 4: Operator

Criteria Set 4: Value

Criteria Set 5: Field

Criteria Set 5: Operator

Criteria Set 5: Value

Sort Field

Sort Order

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