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Docubee + Mojo

Docubee + Mojo

Docubee + Mojo integrations

Update Docubee workflow instances when contacts are updated in Mojo

Effortlessly keep your Mojo and Docubee contacts in sync with this seamless workflow. Whenever a contact is updated in the Mojo app, it starts a new workflow instance in the Docubee app, ensuring accuracy and consistency across your platforms. Save time and improve organization by implementing this streamlined automation into your daily operations.

  1. When this happens...
    Contact Updated
    Contact Updated
    Contact UpdatedTriggers 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.
  2. automatically do this!
    Start a Workflow Instance
    Start a Workflow Instance
    Start a Workflow InstanceSends data to start an OnTask Workflow Template
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More things you can do with Mojo and Docubee

Discover other triggers and actions you can use with Mojo and Docubee

    • Group
      Required
    • Note
    Trigger
    Instant
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    • Group
      Required
    • Note
    Trigger
    Instant
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    • Note
    Trigger
    Instant
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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
    Instant
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About Docubee
Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.
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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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Related Zap Templates

  • Create Docubee workflow instances for new Mojo contacts

 

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