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Formstack Documents + Mojo

Formstack Documents + Mojo

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
  2. automatically do this!
    Create Data Route Merge
    Create Data Route Merge
    Create Data Route MergeSend data to your Data Route URL.
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    New Note

    Triggers when a new note is created in Mojo (through the contact screen only).

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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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About Mojo
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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