Create ConnectWise Manage ticket notes from new Mojo activities
Keep track of new activities in the Mojo app and seamlessly update your ConnectWise Manage tickets with this efficient workflow. Whenever a new activity occurs in Mojo, this integration creates a corresponding ticket note in ConnectWise Manage, ensuring all important updates are readily available. Save time and enhance communication by automating this process in your team's day-to-day operations.
Keep track of new activities in the Mojo app and seamlessly update your ConnectWise Manage tickets with this efficient workflow. Whenever a new activity occurs in Mojo, this integration creates a corresponding ticket note in ConnectWise Manage, ensuring all important updates are readily available. Save time and enhance communication by automating this process in your team's day-to-day operations.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Ticket Note
Create a service note or ticket note.
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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).
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