Create quotes in Eworks Manager for new Mojo activities
Streamline your sales process with this efficient workflow between Mojo and Eworks Manager. When a new activity is recorded in Mojo, a quote will be created in Eworks Manager instantly. This automation saves you time and ensures your team can quickly respond to customer inquiries and opportunities.
Streamline your sales process with this efficient workflow between Mojo and Eworks Manager. When a new activity is recorded in Mojo, a quote will be created in Eworks Manager instantly. This automation saves you time and ensures your team can quickly respond to customer inquiries and opportunities.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Quote
Creates a Quote.
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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