Formstack Documents + Kommo
Create merged documents in Formstack Documents for new Kommo companies
Effortlessly merge documents with this simple automation workflow. When a new company is added in Kommo, a document will be created and merged in Formstack Documents, streamlining your data management process. This seamless integration saves time and ensures that both platforms remain up to date without manual intervention.
Effortlessly merge documents with this simple automation workflow. When a new company is added in Kommo, a document will be created and merged in Formstack Documents, streamlining your data management process. This seamless integration saves time and ensures that both platforms remain up to date without manual intervention.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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DocumentsAbout Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
