Formstack Documents + Mojo integrations
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.
- 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 Document MergeSend data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
Related categories







