Formstack Documents + Mojo
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.
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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Document Merge
Send data to your Merge URL.
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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).
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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.
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