Mojo + Oneflow

Create new Oneflow contracts for every new contact in Mojo

Create contracts seamlessly with this Mojo and Oneflow integration. Whenever a new contact is added in Mojo, a contract is instantly generated for them in Oneflow. This efficient workflow saves time and ensures your contracts are created accurately for every new contact. Keep your focus on building relationships while the automation handles the paperwork.

When this happens...
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create Contract
Create a new Oneflow contract
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
- Trigger when contract status changed toRequired
Trigger
Instant
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- Oneflow user performing this actionRequired
- File name
- FileRequired
- Information box
- Contract IDRequired
- Upload asRequired
Action
Write
- Contract IDRequired
- Information box
- Additional fields to retrieve
Action
Write
- Oneflow user performing this actionRequired
- Contract name
- Add an external link?Required
Action
Write
- Contract IDRequired
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
- Participant typeRequired
- Information box
- Participant nameRequired
Action
Write
- Oneflow user performing this actionRequired
- Product Table ID Info
- Contract IDRequired
- Product table IDRequired
- Product nameRequired
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity valueRequired
- Information box
- Lock for counterparties
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
- SubjectRequired
- MessageRequired
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write