Formstack Documents + Kommo
Update Formstack Documents with merged content when companies are modified in Kommo
Effortlessly keep your business documents up-to-date with this workflow. When a company profile is updated in Kommo, a new document will be generated in Formstack Documents, ensuring your records stay accurate and relevant. This automation makes managing essential paperwork seamless and efficient, saving you valuable time and resources.
Effortlessly keep your business documents up-to-date with this workflow. When a company profile is updated in Kommo, a new document will be generated in Formstack Documents, ensuring your records stay accurate and relevant. This automation makes managing essential paperwork seamless and efficient, saving you valuable time and resources.
- When this happens...Company Updated
Triggers when company is updated.
- 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.
