essensys Operate + Mojo integrations
Create essensys Operate accounts from updated Mojo contacts
Streamline your contact management process with this workflow that connects Mojo and essensys Operate. Whenever a contact is updated in the Mojo app, an account will be created in essensys Operate, ensuring your information stays up-to-date across both platforms. Save time and maintain consistency between your apps with this seamless automation.
- 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.
- automatically do this!Create AccountCreates a new account.
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More things you can do with Mojo and essensys Operate
Discover other triggers and actions you can use with Mojo and essensys Operate
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
Related categories
Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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