Agile CRM + Mojo
Create Agile CRM tasks for new Mojo activities
Effortlessly manage your tasks with this workflow between Mojo and Agile CRM! When a new activity occurs in Mojo, it creates a task in Agile CRM, ensuring your projects stay organized and nothing falls through the cracks. Enhance your productivity and keep track of your workload with this seamless automation.
Effortlessly manage your tasks with this workflow between Mojo and Agile CRM! When a new activity occurs in Mojo, it creates a task in Agile CRM, ensuring your projects stay organized and nothing falls through the cracks. Enhance your productivity and keep track of your workload with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Task
Create a Task for the 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.
Try It
