Formstack Documents + Mojo integrations
Update Formstack Documents data routes when contacts are updated in Mojo
Keep your documents up to date whenever contact information changes in Mojo by automatically updating the relevant data in Formstack Documents. With this workflow, each time a contact is updated in Mojo, the specified data route merge will be created in Formstack Documents. Simplify your document management process and ensure accurate information, all within one seamless and efficient automation.
- When this happens...Contact UpdatedTriggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
- automatically do this!Create Data Route MergeSend data to your Data Route URL.
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More things you can do with Mojo and Formstack Documents
Discover other triggers and actions you can use with Mojo and Formstack Documents
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
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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Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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