Create and submit Cflow requests for new Mojo contacts
Save time and streamline your workflow by connecting Mojo and Cflow. With this automation, every time you add a new contact in Mojo, a request will be created and submitted in Cflow. This way, you can focus on what matters most – nurturing your contacts, while the process runs smoothly in the background.
Save time and streamline your workflow by connecting Mojo and Cflow. With this automation, every time you add a new contact in Mojo, a request will be created and submitted in Cflow. This way, you can focus on what matters most – nurturing your contacts, while the process runs smoothly in the background.
- 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 a Request and Submit
Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.
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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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