Do everything in one place
Customize your Formstack Documents and Zuora integration with the following
triggers and actions.
Triggers
When this happens…
Zuora
- New/updated orderNew or updated order in Zuora
- New/updated recordNew or updated records in Zuora
Any other trigger you can think up
Actions
Do this…
Formstack Documents
- Merge documentMerge document in Formstack Documents
- Merge routeMerge route in Formstack Documents
Any other action you can think up
Zuora
- Custom actionCustom action in Zuora (Custom)
- Create custom record BatchCreate custom record in Zuora
- Create recordCreate record in Zuora
- Get custom recordGet custom record in Zuora
- Get recordGet record by ID in Zuora
- Get order by order number BatchGet order in Zuora by order number
- Get orders by subscription numberGet orders by subscription number in Zuora
- Query records BatchQuery records using ZOQL in Zuora
- Search records BatchSearch records in Zuora
- Update custom record BatchUpdate custom record in Zuora
- Update order trigger dateUpdate trigger date for pending order in Zuora
- Update recordUpdate record in Zuora
Any other action you can think up
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