Autotask + Mojo
Create Autotask contacts for new Mojo contacts
Easily manage your new contacts from Mojo by setting up this seamless workflow. When a new contact is added in the Mojo app, it will create a corresponding contact in Autotask, ensuring your contact information stays organized and up-to-date. Save time and streamline your contact management process using this efficient automation.
Easily manage your new contacts from Mojo by setting up this seamless workflow. When a new contact is added in the Mojo app, it will create a corresponding contact in Autotask, ensuring your contact information stays organized and up-to-date. Save time and streamline your contact management process using this efficient automation.
- 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 Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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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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