Docubee + Mojo
Update Docubee workflow instances when contacts are updated in Mojo
Effortlessly keep your Mojo and Docubee contacts in sync with this seamless workflow. Whenever a contact is updated in the Mojo app, it starts a new workflow instance in the Docubee app, ensuring accuracy and consistency across your platforms. Save time and improve organization by implementing this streamlined automation into your daily operations.
Effortlessly keep your Mojo and Docubee contacts in sync with this seamless workflow. Whenever a contact is updated in the Mojo app, it starts a new workflow instance in the Docubee app, ensuring accuracy and consistency across your platforms. Save time and improve organization by implementing this streamlined automation into your daily operations.
- 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!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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