Formstack Documents + Mojo
Update Formstack Documents with merged data when Mojo contacts are updated
Keep your documents up-to-date when contacts change in Mojo with this seamless automation. Whenever a contact is updated in the Mojo app, the workflow will create a merged document in Formstack Documents, ensuring that your records stay accurate and organized. Save time and improve the efficiency of managing contact information across both platforms.
Keep your documents up-to-date when contacts change in Mojo with this seamless automation. Whenever a contact is updated in the Mojo app, the workflow will create a merged document in Formstack Documents, ensuring that your records stay accurate and organized. Save time and improve the efficiency of managing contact information across both platforms.
- When this happens...Contact 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.
- automatically do this!Create Document Merge
Send data to your Merge 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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