Formstack Documents + Mojo integrations
Merge documents in Formstack Documents for new Mojo activities
Effortlessly streamline your document creation process with this automation. When a new activity occurs in the Mojo app, this workflow will generate a merged document in Formstack Documents, saving you time and ensuring consistency across your documents. Keep your focus on more important tasks while your document management gets taken care of efficiently.
- When this happens...New ActivityTriggers when a new activity is created.
- 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







