Create documents and send role-based invites in SignNow from new activities in Mojo
Effortlessly streamline your document signing process when new activities occur in Mojo. With this automation, each time there is a new activity in Mojo, a document will be created from a template in SignNow, and a role-based invite will be sent for signing. Save time and enhance productivity by simplifying your workflow and keeping your focus on more important tasks.
Effortlessly streamline your document signing process when new activities occur in Mojo. With this automation, each time there is a new activity in Mojo, a document will be created from a template in SignNow, and a role-based invite will be sent for signing. Save time and enhance productivity by simplifying your workflow and keeping your focus on more important tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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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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