Create Actionstep contacts from new Mojo contacts in real time
Streamline your contact management process between Mojo and Actionstep with this efficient workflow. When you add a new contact in Mojo, it instantly creates an individual contact in Actionstep, keeping your contacts updated and easily accessible. Enhance your team's productivity and ensure a smooth experience for your clients by maintaining organized and up-to-date contact information.
Streamline your contact management process between Mojo and Actionstep with this efficient workflow. When you add a new contact in Mojo, it instantly creates an individual contact in Actionstep, keeping your contacts updated and easily accessible. Enhance your team's productivity and ensure a smooth experience for your clients by maintaining organized and up-to-date contact information.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Individual Contact
Creates an individual contact.
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GroupRequired
Try ItGroupRequired
Try ItContact 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.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
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New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
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