Mojo + ShareFile

Mojo + ShareFile integrations

Create ShareFile client users for new Mojo activities

Effortlessly streamline your client management process by connecting Mojo and ShareFile with this powerful workflow. Whenever a new activity occurs in Mojo, a client user is created in ShareFile, enabling you to efficiently manage your client database and concentrate on more critical tasks. Enjoy seamless organization and improved productivity with this integration.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create Client UserCreates a ShareFile user with the given information.
ActionWrite

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More things you can do with Mojo and ShareFile

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

- 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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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Client
Triggers when a new client is created.
Trigger
Polling
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- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write
- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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 categories

CRM (Customer Relationship Management)

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About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

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Related categories

Content & Files