Fieldnotes + Mojo
Create or update Fieldnotes contacts from new Mojo activities
Effortlessly manage your contacts in Fieldnotes when new activities occur in Mojo using this efficient workflow. When a new activity is added in Mojo, this process will either update an existing contact or create a new one in Fieldnotes, ensuring both apps remain current. Enhance productivity by simplifying your contact management process.
Effortlessly manage your contacts in Fieldnotes when new activities occur in Mojo using this efficient workflow. When a new activity is added in Mojo, this process will either update an existing contact or create a new one in Fieldnotes, ensuring both apps remain current. Enhance productivity by simplifying your contact management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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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.
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