Mojo + SignNow
Update contacts in Mojo and automatically create & send documents in SignNow
Keep your document workflow efficient and organized with this automation that activates when contact information is updated in Mojo. It will then instantly create a document from a template and send a freeform invite using SignNow, ensuring that updated contacts are provided with the necessary documents for signature swiftly. Stay ahead of the curve by seamlessly managing documentation processes while saving time and effort.
Keep your document workflow efficient and organized with this automation that activates when contact information is updated in Mojo. It will then instantly create a document from a template and send a freeform invite using SignNow, ensuring that updated contacts are provided with the necessary documents for signature swiftly. Stay ahead of the curve by seamlessly managing documentation processes while saving time and effort.
- 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!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
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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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