Create Oneflow contracts from new Mojo activities
Save time and streamline your contract creation process with this efficient workflow. When you have a new activity in Mojo, it will trigger the creation of a contract in Oneflow, eliminating manual tasks and reducing the risk of errors. Stay organized and focused on your customers while ensuring your contracts are generated accurately and promptly.
Save time and streamline your contract creation process with this efficient workflow. When you have a new activity in Mojo, it will trigger the creation of a contract in Oneflow, eliminating manual tasks and reducing the risk of errors. Stay organized and focused on your customers while ensuring your contracts are generated accurately and promptly.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contract
Create a new Oneflow contract
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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).
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