Docubee + Mojo
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.
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.
- 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!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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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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