Billage + Mojo
Create contacts in Billage from new activities in Mojo
Effortlessly manage your contacts between Mojo and Billage whenever there's a new activity in Mojo. With this workflow, every time a new activity occurs in the Mojo app, a contact will be created in Billage, ensuring that your records stay up-to-date and helping you maintain seamless communication with your leads and clients. Streamline your work process and eliminate manual data entry by setting up this time-saving automation.
Effortlessly manage your contacts between Mojo and Billage whenever there's a new activity in Mojo. With this workflow, every time a new activity occurs in the Mojo app, a contact will be created in Billage, ensuring that your records stay up-to-date and helping you maintain seamless communication with your leads and clients. Streamline your work process and eliminate manual data entry by setting up this time-saving automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact in an account.
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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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