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Formstack Documents + Mojo

Formstack Documents + Mojo

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
  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

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    • Group
      Required
    • Note
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    • Note
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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
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    • Note
    Trigger
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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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