Mojo + Xodo Sign
Update Xodo Sign templates when contacts are modified in Mojo
Keep your documents updated and organized by connecting Mojo and Xodo Sign with this efficient automation. Whenever a contact is updated in the Mojo app, this workflow will apply a template in the Xodo Sign app to streamline your document management process. Save time and maintain consistency across your documents with this seamless integration.
Keep your documents updated and organized by connecting Mojo and Xodo Sign with this efficient automation. Whenever a contact is updated in the Mojo app, this workflow will apply a template in the Xodo Sign app to streamline your document management process. Save time and maintain consistency across your documents with this seamless integration.
- When this happens...Contact 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.
- automatically do this!Use Template
Sends a document created from a template in your eversign account.
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GroupRequired
Note
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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