Formstack Documents

Formstack Documents (forms.formstack.com). Use this skill for ANY Formstack Documents request — reading, creating, updating, and deleting data. Whenever a task involves Formstack Documents, use this skill instead of calling the API directly.

Operate Formstack Documents through your OOMOL-connected account. This skill calls the formstack_documents connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected Formstack Documents. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

bash

oo connector schema "formstack_documents" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

bash

oo connector run "formstack_documents" --action "<action_name>" --data '<json>' --json

• --data takes a JSON object string or @path/to/file.json; omit it to send {}.
• The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

Available actions

• copy_document — Create a named copy of a Formstack Documents template. [write]
• create_document — Create a Formstack Documents template from HTML or a public file URL. [write]
• delete_document — Delete a Formstack Documents template by its document ID. [destructive]
• get_document — Get one Formstack Documents template by its document ID.
• get_document_fields — List merge fields detected in a Formstack Documents template.
• list_documents — List Formstack Documents templates, optionally filtered by search text or folder.
• update_document — Update mutable fields or source content for a Formstack Documents template. [write]

Safety

• Untagged actions are reads (get / list / search) — safe to run directly.
• Actions tagged [write] change Formstack Documents state — confirm the exact payload and effect with the user before running.
• Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

• oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

  bash

  curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
  

  powershell

  irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
  

• Not signed in / authentication error — sign in to your OOMOL account once:

  bash

  oo auth login
  

• scope_missing / credential_expired / app_not_ready / app_not_found — Formstack Documents is not connected, or the connection expired or lacks a scope. Connect once (auth type: custom credential) at:

  text

  https://console.oomol.com/app-connections?provider=formstack_documents
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources

• Formstack Documents homepage: https://forms.formstack.com/products/documents