Create Docubee workflow instances for new Mojo contacts
Effortlessly manage your contacts with this Mojo to Docubee automation. When a new contact is added in Mojo, this workflow triggers a Workflow Instance in Docubee, ensuring a seamless and organized transition. Save time and stay efficient by streamlining your contact management process.
Effortlessly manage your contacts with this Mojo to Docubee automation. When a new contact is added in Mojo, this workflow triggers a Workflow Instance in Docubee, ensuring a seamless and organized transition. Save time and stay efficient by streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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