Copper + Mojo
Add new Mojo activities to Copper projects
Effortlessly manage your projects with this streamlined workflow between Mojo and Copper. Whenever there's a new activity in the Mojo app, this automation associates it with the relevant project in Copper, keeping your team's tasks organized and ensuring everyone stays updated on project progress. Save time and boost productivity by enhancing communication and collaboration across your team with this seamless connection.
Effortlessly manage your projects with this streamlined workflow between Mojo and Copper. Whenever there's a new activity in the Mojo app, this automation associates it with the relevant project in Copper, keeping your team's tasks organized and ensuring everyone stays updated on project progress. Save time and boost productivity by enhancing communication and collaboration across your team with this seamless connection.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
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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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