How to merge a document using Formstack Documents?

1. In the Event section, choose the Scheduler by Quickwork app from the drop-down menu in the Apps field present right below the New Trigger button.
2. Select the trigger event as New scheduled event from the drop-down menu in the Triggers field.
3. Set the Interval as per your choice based on how often you want the document to be merged.
4. Set the date and time of your choice in the Start At field and keep the Custom Payload field empty.
5. No authorization is required as this is an app created by Quickwork:

Configuring the steps for the action

1. In the Steps section, click on the Simple Action button and choose the Formstack Documents app from the drop-down menu in the Apps field.
2. Select Merge Document from the drop-down menu of the Actions list.
3. Click on the Link an account button to establish a connection:
   
   
   
   
4. The Connect to Formstack Documents window will pop up asking you to enter the API key and Secret key of your Formstack Documents account:
   
   
   
   
5. Once all the required inputs have been specified, click Link account. Your Formstack Documents account will get connected successfully.
6. In the Document drop-down field, choose the name of the document in which you wish to merge your data. The drop-down menu will show a list of documents present in your Formstack Documents account. From the list, select the one you wish to use.
7. In the Data field, specify the data you wish to merge in JSON format:
   
   
   
   

   Rules for specifying the JSON data:

   1. It should be within the curly bracket {...}.
   2. The last curly bracket } of the last JSON object should not have a comma ,.
   3. The key-value pairs should be enclosed within double quotes "". 

   Violation of any of the above rules will throw an error as Bad request. 

Executing the journey

Save the changes of the journey and click the Save & Start button. You'll be taken to the History tab automatically. Click on the journey ID that just got executed:

In the Steps section, click the action bar to expand. The Input block shows the inputs provided and in the Output block, you can check and verify if the action has been executed successfully. You also get a link to the modified document with the added data:

After your document has been merged with the required data, you can have it delivered to you from your Formstack Documents account. For this demonstration, we had the merged document delivered via email. To do so, follow the setup process given below:

A pop-up window for Send via E-mail will appear. Fill the fields with appropriate details. You will receive your merged document as an email attachment to the email address you specified. 

Thus, your document has been merged using Formstack Documents.