Mojo + Xodo Sign integrations
Update Xodo Sign templates when contacts are modified in Mojo
Keep your documents updated and organized by connecting Mojo and Xodo Sign with this efficient automation. Whenever a contact is updated in the Mojo app, this workflow will apply a template in the Xodo Sign app to streamline your document management process. Save time and maintain consistency across your documents with this seamless integration.
- When this happens...Contact UpdatedTriggers 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!Use TemplateSends a document created from a template in your eversign account.
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More things you can do with Mojo and Xodo Sign
Discover other triggers and actions you can use with Mojo and Xodo Sign
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
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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Xodo Sign is a tool used to sign legally binding documents online on any device
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