Mojo + Xodo Sign
Create and use templates in Xodo Sign for new Mojo activities
Effortlessly manage your documents with this streamlined workflow that connects Mojo and Xodo Sign. When new activity occurs in Mojo, a template will be instantly applied in Xodo Sign, allowing you to save time and focus on what's important. Simplify your processes and enhance productivity with this seamless integration.
Effortlessly manage your documents with this streamlined workflow that connects Mojo and Xodo Sign. When new activity occurs in Mojo, a template will be instantly applied in Xodo Sign, allowing you to save time and focus on what's important. Simplify your processes and enhance productivity with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- 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).
Try It
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.
Try It
