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Formstack Documents + Mojo

Formstack Documents + Mojo

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.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  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
    Trigger
    Instant
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    • Note
    Trigger
    Instant
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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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