Create timeline events in Cloze for new Mojo activities
Effortlessly maintain up-to-date client interactions with this Mojo to Cloze automation. Whenever there's new activity in your Mojo app, this workflow will create a corresponding timeline event in your Cloze account, ensuring seamless communication and easy tracking of your progress. No more manual updates - focus on nurturing client relationships as this integration handles the rest.
Effortlessly maintain up-to-date client interactions with this Mojo to Cloze automation. Whenever there's new activity in your Mojo app, this workflow will create a corresponding timeline event in your Cloze account, ensuring seamless communication and easy tracking of your progress. No more manual updates - focus on nurturing client relationships as this integration handles the rest.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
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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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