Mojo + SignWell
Create SignWell documents from templates for new Mojo activities
Stay on top of your Mojo activities and streamline your document creation process with this automation. Whenever a new activity occurs in the Mojo app, this workflow creates a document from a template in the SignWell app. Save time and focus on more important tasks while ensuring the seamless flow of information between Mojo and SignWell.
Stay on top of your Mojo activities and streamline your document creation process with this automation. Whenever a new activity occurs in the Mojo app, this workflow creates a document from a template in the SignWell app. Save time and focus on more important tasks while ensuring the seamless flow of information between Mojo and SignWell.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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GroupRequired
Note
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
