CoachAccountable + Mojo
Create new CoachAccountable clients from new Mojo contacts
Effortlessly keep your coaching clients organized and up-to-date with this Mojo to CoachAccountable workflow. When you add a new contact in Mojo, they will also be added as a new client in CoachAccountable, making it seamless for you to manage client data and maintain accurate records across both platforms. This automation saves you time and ensures your client information is consistent and ready for tracking their coaching progress.
Effortlessly keep your coaching clients organized and up-to-date with this Mojo to CoachAccountable workflow. When you add a new contact in Mojo, they will also be added as a new client in CoachAccountable, making it seamless for you to manage client data and maintain accurate records across both platforms. This automation saves you time and ensures your client information is consistent and ready for tracking their coaching progress.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add New Client
Adds a new Client.
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GroupRequired
Note
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).
Try It
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