Docketwise + Mojo
Create new Docketwise contacts from Mojo's updated contacts
Easily connect your Mojo and Docketwise apps with this seamless workflow that creates new contacts in Docketwise whenever a new contact is added in Mojo. Save time and simplify your client management process, ensuring that all important information is instantly transferred between the apps. This automation helps you maintain a unified database and focus on building valuable relationships with your clients.
Easily connect your Mojo and Docketwise apps with this seamless workflow that creates new contacts in Docketwise whenever a new contact is added in Mojo. Save time and simplify your client management process, ensuring that all important information is instantly transferred between the apps. This automation helps you maintain a unified database and focus on building valuable relationships with your clients.
- 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 Contact
Creates a new Contact
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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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