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WebMerge connector for Okou

Connect WebMerge (Formstack Documents) to inspect and manage document templates, data routes, deliveries, and file-processing tools through its REST API.

Docs & knowledge · API Key and Secret

Use WebMerge in Okou

WebMerge (Formstack Documents) REST API for listing and inspecting document templates and data routes, managing deliveries, and using file-processing tools.

Once connected, supported WebMerge actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with WebMerge

  • Read WebMerge documents, fields, rendered files, and delivery history.
  • Create a WebMerge document or data-route delivery, which can deliver a document to an external destination.
  • Read WebMerge data routes, fields, rules, and delivery history.
  • Process files with WebMerge combine, conversion, compression, encryption, or split tools.

How the WebMerge connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect WebMerge

    Choose API Key and Secret.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect WebMerge securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • API Key and Secret

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

WebMerge connector questions

What can Okou do with WebMerge?
Connect WebMerge (Formstack Documents) to inspect and manage document templates, data routes, deliveries, and file-processing tools through its REST API. Documented actions include: Read WebMerge documents, fields, rendered files, and delivery history. Create a WebMerge document or data-route delivery, which can deliver a document to an external destination.
How do I connect WebMerge to Okou?
Connect WebMerge using API Key and Secret. The connection controls which supported actions a workflow can use.
Can WebMerge run in an automated workflow?
Yes. After it is connected, supported WebMerge actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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