Formstack Documents + Mojo
Create data route merges for new Mojo contacts in Formstack Documents
Effortlessly merge newly added contact data from Mojo into Formstack Documents with this seamless workflow. As soon as a new contact is created in Mojo, this automation will trigger the Create Data Route Merge in Formstack Documents, saving you time and ensuring accurate document generation. Enjoy a streamlined process and focus on more important tasks by letting this integration take care of the details.
Effortlessly merge newly added contact data from Mojo into Formstack Documents with this seamless workflow. As soon as a new contact is created in Mojo, this automation will trigger the Create Data Route Merge in Formstack Documents, saving you time and ensuring accurate document generation. Enjoy a streamlined process and focus on more important tasks by letting this integration take care of the details.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
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GroupRequired
Try ItGroupRequired
Try ItContact Updated
Triggers 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.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
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New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
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