Mojo + QuoteCloud

Create QuoteCloud documents from new Mojo activities

Effortlessly create documents in QuoteCloud whenever a new activity occurs in Mojo with this seamless workflow. This automation ensures that you stay organized and up-to-date with your tasks, saving you valuable time and reducing manual errors. Enhance your productivity by keeping your Mojo activities and QuoteCloud documents integrated and easily accessible.

Effortlessly create documents in QuoteCloud whenever a new activity occurs in Mojo with this seamless workflow. This automation ensures that you stay organized and up-to-date with your tasks, saving you valuable time and reducing manual errors. Enhance your productivity by keeping your Mojo activities and QuoteCloud documents integrated and easily accessible.

  1. When this happens...
    MojoMojo
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    QuoteCloudQuoteCloud
    Create Document

    Creates a document with user details and proposal template and pricing information all potentially supplied.

    ActionWrite
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Supported triggers and actions

    • Note

    Trigger
    Instant
    Try It
    • Note

    Trigger
    Instant
    Try It
    • Notice

    • Activity Types

    Trigger
    Instant
    Try It
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mojo logo

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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quotecloud logo

About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

Related categories

  • Proposal & Invoice Management