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Dovetail + Mojo

Update Dovetail notes when contacts are updated in Mojo

Keep your Dovetail notes up to date with this seamless workflow connecting Mojo and Dovetail. Every time a contact is updated in Mojo, a corresponding note will be created in Dovetail, capturing and organizing essential information. Eliminate manual data entry and dedicate more time to nurturing stronger relationships with your contacts.

When this happens...
Contact UpdatedTriggers 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.
TriggerInstant
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ActionWrite

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More things you can do with Mojo and Dovetail

Discover other triggers and actions you can use with Mojo and Dovetail

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Project
Triggers when a new project is created
Trigger
Polling
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- Channel
  Required
- Text
- Timestamp
  Required
- Source Title
- Source URL
- Custom fields
Action
Write
- Project
  Required
- Title
- Content
- Append content if data exists
Action
Write
- Source
  Required
- Text
- Timestamp
  Required
- Source Title
- Source URL
- Custom fields
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Updated Project
Triggers when a project is updated.
Trigger
Polling
Try It
- Project
  Required
- Title
- Content
- Published
- Append content if doc exists
Action
Write
- Name
Action
Write

About Dovetail

Dovetail is a Customer Intelligence Platform for every team, turning fragmented feedback from sales, support, and research into evidence-backed insight.

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Related categories

Project Management

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create notes in Dovetail for new Mojo activities

Related Zap Templates

Create notes in Dovetail for new Mojo activities