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Formstack Documents + Mojo

Formstack Documents + Mojo

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.

  1. When this happens...
    Contact Updated
    Contact Updated
    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.
  2. automatically do this!
    Create Document Merge
    Create Document Merge
    Create Document MergeSend data to your Merge 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

    • Group
      Required
    • Note
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    • Group
      Required
    • Note
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    • Note
    Trigger
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  • Mojo triggers, actions, and search
    New Note

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

    Trigger
    Instant
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    • Note
    Trigger
    Instant
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    • Note
    Trigger
    Instant
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    • Notice
    • Activity Types
    Trigger
    Instant
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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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