What actions can I run in Stack?

36 actions are available, including "Get Active User", "Get a Customer Contact", and "Get a File", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Stack Integrations

Construction takeoff and estimating platform for quantities, proposals, and project bids. When Stack work moves, update stakeholders or kick the next automation.

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Watch Customer ContactsTriggers when customer contact events occur.
Watch TakeoffsTriggers when a takeoff event occurs.
Get Active UserRetrieves the active user.
Get a Customer ContactRetrieves a specific customer contact.
Get a FileRetrieves file details from the service.
Get a FolderRetrieves a specific folder.
Get an Estimate ProposalRetrieves a specific estimate proposal.
Get a UserRetrieves a specific user.
Get a WorksheetRetrieves a specific worksheet.
Get Project StatusesRetrieves project statuses.
List Customer ContactsRetrieves a list of customer contacts.
List Estimate ProposalsRetrieves estimate proposals on a takeoff.
List Estimate WorksheetsRetrieves estimate worksheets on a takeoff.
List FoldersRetrieves folders within a specified folder.
List Library Takeoff TemplatesRetrieves library takeoff templates on a takeoff.
List Root FoldersRetrieves folders in the project root.
List TakeoffsRetrieves all takeoffs from the specified source.
Add Library Takeoff TemplatesAdds library takeoff templates to a takeoff.
Assign a Project to a UserAssigns a project to a user.
Create a Customer ContactCreates a new customer contact.
Create an Estimate ProposalCreates an estimate proposal.
Create a ProjectCreates a new project in the service.
Create a Root FolderCreates a folder in the project root.
Create a TakeoffCreates a takeoff on a project.
Create a WorksheetCreates a worksheet in the specified document.
Delete an Estimate Proposal ReportDeletes an estimate proposal report.
Delete a WorksheetDeletes a worksheet from a specified workbook.
Delete Customer ContactDeletes a customer contact.
Download a Document for a JobDownloads a document for a job.
Download a Printed Document for a JobDownloads a printed document for a job.
Make an API CallPerforms an arbitrary authorized API request.
Update a Customer ContactUpdates an existing customer contact.
Update a FileUpdates a file's properties in the service.
Update a FolderUpdates an existing folder.
Update an Estimate ProposalUpdates an existing estimate proposal.
Update a ProjectUpdates an existing project.
Update Project OfficesUpdates project offices with new information or changes.
Upload a FileUploads a plan, supporting document, or zip file to a folder.

When to use Stack

Common scenarios where Stack automation saves time and reduces manual work.

React to "Watch Customer Contacts" in Stack in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Customer Contact" as an automated action in Stack so records stay consistent whenever something changes elsewhere in your stack.
Include "Get Active User" from Stack in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Stack’s Watch Customer Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete Customer Contact as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 38 ready-made steps for project management work, and every run records what went in and what came back.

Stack workflow on the canvas: Watch Customer Contacts then Delete Customer Contact

Frequently asked questions

Common questions about automating Stack in your workflows.

Stack has 2 triggers, including "Watch Customer Contacts" and "Watch Takeoffs". Use them to start workflows the moment Stack events fire — no polling required.

Use in workflow automation

Start from Stack’s Watch Customer Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete Customer Contact as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 38 ready-made steps for project management work, and every run records what went in and what came back.

Stack Integrations

When to use Stack

Use in workflow automation

Frequently asked questions

Stack Integrations

When to use Stack

Connect Stack to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Stack to any app in workflows

Connect Stack to any app in workflows

Connect Stack to any app in workflows

Stack Integrations

Stack triggers and actions

When to use Stack

Use in workflow automation

Frequently asked questions

What triggers does Stack support?

What actions can I run in Stack?

Do I need to write code to automate this?

Is the integration secure?

Stack Integrations

Stack triggers and actions

When to use Stack

Connect Stack to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Stack support?

What actions can I run in Stack?

Do I need to write code to automate this?

Is the integration secure?

Connect Stack to any app in workflows

Connect Stack to any app in workflows

Connect Stack to any app in workflows