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.
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 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.
- automatically do this!Create Account
Creates a new account.
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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.
Try It