STEP 1
Connect Formstack Documents and Paperless-ngx
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Formstack Documents and Paperless-ngx Integration
Formstack Documents
Paperless-ngx
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Build productivity workflows between Formstack Documents and Paperless-ngx on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Formstack Documents and Paperless-ngx
Detailed info you need to know about Formstack Documents and Paperless-ngx integrations in WEXTL. Explore which modules apps support and how you connect them.
Formstack Documents
Document generation from templates, with data routes. [5]
Paperless-ngx
Document archive for scanning, tagging, and searching paper records. [6]
How to connect Formstack Documents to Paperless-ngx
Set up your Formstack Documents and Paperless-ngx integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Formstack Documents and Paperless-ngx nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Formstack Documents and Paperless-ngx. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Formstack Documents and Paperless-ngx work in WEXTL?
WEXTL exposes actions and triggers for Formstack Documents and Paperless-ngx that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Paperless-ngx triggersFormstack Documents actions
Paperless-ngx modules
- Activate TotpValidates a TOTP code and activates the TOTP authenticator.
- Autocomplete SearchGet a list of all available tags.
- Bulk Delete Processed MailDelete multiple processed mail records by ID.
- Bulk Download DocumentsPOST /api/documents/bulk_download/.
- Bulk Edit DocumentsPerforms the edit Documents operation.
- Chat With DocumentsPOST /api/documents/chat/.
- Create CorrespondentPOST /api/correspondents/.
- Create Custom FieldPOST /api/custom_fields/.
- Create Document NotePOST /api/documents/{id}/notes/.
- Create Document TypePOST /api/document_types/.
- Create GroupPOST /api/groups/.
- Create Mail AccountPOST /api/mail_accounts/.
- Create Mail RulePOST /api/mail_rules/.
- Create Saved ViewPOST /api/saved_views/.
- Create Share LinkPOST /api/share_links/.
- Create Share Link BundlePOST /api/share_link_bundles/.
- Create Storage PathPOST /api/storage_paths/.
- Create TagPOST /api/tags/.
- Deactivate TotpDELETE /api/profile/totp/.
- Delete a DocumentDeletes a document by its ID.
- Delete App ConfigDELETE /api/config/{id}/.
- Delete CorrespondentDELETE /api/correspondents/{id}/.
- Delete Custom FieldDELETE /api/custom_fields/{id}/.
- Delete Document NoteDELETE /api/documents/{id}/notes/.
- Delete Document TypeDELETE /api/document_types/{id}/.
- Delete Document VersionDELETE /api/documents/{id}/versions/{version_id}/.
- Delete GroupDELETE /api/groups/{id}/.
- Delete Mail AccountDELETE /api/mail_accounts/{id}/.
- Delete Mail RuleDELETE /api/mail_rules/{id}/.
- Delete Saved ViewDELETE /api/saved_views/{id}/.
- Delete Share LinkDELETE /api/share_links/{id}/.
- Delete Share Link BundleDELETE /api/share_link_bundles/{id}/.
- Delete Storage PathDELETE /api/storage_paths/{id}/.
- Delete TagDELETE /api/tags/{id}/.
- Disconnect Social AccountPOST /api/profile/disconnect_social_account/.
- Download a DocumentDownloads the binary content of a document by its ID.
- Edit Pdf DocumentPOST /api/documents/edit_pdf/.
- Email Bulk DocumentsPOST /api/documents/email/.
- Get a DocumentRetrieves details of a specific document by its ID.
- Get App Config By IdGET /api/config/{id}/.
- Get CorrespondentGET /api/correspondents/{id}/.
- Get Custom FieldGET /api/custom_fields/{id}/.
- Get Document Ai SuggestionsGET /api/documents/{id}/ai_suggestions/.
- Get Document MetadataGET /api/documents/{id}/metadata/.
- Get Document NotesView, add, or delete notes for the document.
- Get Document RootGET /api/documents/{id}/root/.
- Get Document SuggestionsGET /api/documents/{id}/suggestions/.
- Get Document ThumbnailGET /api/documents/{id}/thumb/.
- Get Document TypeGET /api/document_types/{id}/.
- Get GroupGET /api/groups/{id}/.
Formstack Documents modules
- Combine FilesCombines files into one PDF or Word file.
- Compress a PDFCompresses a PDF file.
- Convert a File to PDFConverts a file to a PDF.
- Copy a DocumentCreates a copy of a document template.
- Create a Data RouteCreates a data route.
- Create a Data Route DeliveryCreates a delivery for a data route.
- Create a DocumentCreates a document template.
- Create a Document DeliveryCreates a delivery for a document.
- Delete a Data RouteDeletes a data route.
- Delete a DocumentDeletes a document template.
- Download a Merged Data RouteRuns a data route and returns the generated file or the list of files.
- Download a Merged DocumentMerges a document and returns the generated file.
- Encrypt a PDFEncrypts a PDF file.
- Get a Data RouteReturns a single data route.
- Get a DocumentReturns a single document template.
- Get a Document FileReturns the file stored on a document template.
- List Data Route DeliveriesRetrieves the deliveries on a data route.
- List Data Route FieldsRetrieves the fields used by a data route.
- List Data Route RulesRetrieves the rules on a data route.
- List Data RoutesRetrieves a list of data routes.
- List Document DeliveriesRetrieves the deliveries on a document.
- List Document FieldsRetrieves the fields on a document template.
- List DocumentsRetrieves a list of document templates.
- Make an API CallPerforms an arbitrary authorized API call.
- Merge a Data RouteSends one payload through a data route.
- Merge a DocumentMerges data into a document template.
- Split a PDFSplits a PDF into pages or a chosen page range.
- Update a Data RouteUpdates a data route.
- Update a DocumentUpdates a document template.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Formstack Documents and Paperless-ngx integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Formstack Documents and Paperless-ngx.
Connect your Formstack Documents and Paperless-ngx accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Paperless-ngx's "Watch Config" fires, WEXTL can "Combine Files" in Formstack Documents. Formstack Documents has 29 actions (including Combine Files, Compress a PDF, and Convert a File to PDF); Paperless-ngx has 125 actions (including Activate Totp, Autocomplete Search, and Bulk Delete Processed Mail). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Formstack Documents-to-Paperless-ngx automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Formstack Documents (or Paperless-ngx) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Formstack Documents + Paperless-ngx automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Formstack Documents and Paperless-ngx integration.
- Formstack Documents and Paperless-ngx integration source code, module specs and credentials implementation.
- Our Formstack Documents and Paperless-ngx integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Formstack Documents and Paperless-ngx — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Formstack Documents integration information
- Paperless-ngx integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library