Formstack Documents + Mojo integrations
Create document merges in Formstack Documents from new contacts in Mojo
Simplify your customer onboarding process with this efficient workflow that links Mojo and Formstack Documents. When you add a new contact in Mojo, a tailored document is generated in Formstack Documents using the contact's details. Enhance your customer management by automating the creation of essential documents, such as welcome letters, contracts, or proposals through this seamless connection between Mojo and Formstack Documents. Save time and provide a personalized experience for your contacts.
- When this happens...New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!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
- 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.
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