Create notes in Dovetail for new Mojo activities
Effortlessly keep track of your Mojo activities in Dovetail with this efficient workflow. Whenever a new activity is added in Mojo, a note will be created in Dovetail, ensuring you always have up-to-date information in both platforms. Save time and streamline your data management, allowing you to focus on what matters most: growing your business.
Effortlessly keep track of your Mojo activities in Dovetail with this efficient workflow. Whenever a new activity is added in Mojo, a note will be created in Dovetail, ensuring you always have up-to-date information in both platforms. Save time and streamline your data management, allowing you to focus on what matters most: growing your business.
- When this happens...New Activity
Triggers when a new activity is created.
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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