Formstack Documents + Mojo
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.
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 Activity
Triggers when a new activity is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
- Free forever for core features
- 14 day trial for premium features & apps
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).
Try It
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.
Try It
