Formstack Documents + Mojo integrations
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.
- When this happens...New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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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