Mojo + SignNow
Create and send SignNow documents from updated Mojo contacts
Stay organized and streamline your sales process with this Mojo and SignNow integration. Whenever a contact is updated in Mojo, a document will be created from a template and a role-based invite will be sent in SignNow. This ensures essential documents are generated and invites are sent without any manual effort, keeping your work efficient and up-to-date.
Stay organized and streamline your sales process with this Mojo and SignNow integration. Whenever a contact is updated in Mojo, a document will be created from a template and a role-based invite will be sent in SignNow. This ensures essential documents are generated and invites are sent without any manual effort, keeping your work efficient and up-to-date.
- 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 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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