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Formstack Documents + Kommo

Create merged documents in Formstack Documents from new Kommo leads

Streamline your lead management process with this efficient automation. When a new lead is added in Kommo, a document merge is instantly created in Formstack Documents. Save time, stay organized, and ensure that your Formstack Documents are always up-to-date with the latest lead information from Kommo.

Streamline your lead management process with this efficient automation. When a new lead is added in Kommo, a document merge is instantly created in Formstack Documents. Save time, stay organized, and ensure that your Formstack Documents are always up-to-date with the latest lead information from Kommo.

  1. When this happens...
    KommoKommo
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Document Merge

    Send data to your Merge URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Kommo triggers, actions, and search

    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
  • Kommo triggers, actions, and search

    Lead Status Changed

    Triggers when lead status is changed.

    Trigger
    Instant
    Try It
  • Kommo triggers, actions, and search

    Lead Responsible User Changed

    Triggers when lead responsible user is changed.

    Trigger
    Instant
    Try It
formstack-documents logo
formstack-documents logo

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.
Learn moreHelp

Related categories

  • Documents

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kommo logo
kommo logo

About 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.

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