Flow + Mojo
Create tasks in Flow for new contacts in Mojo
Effortlessly manage your client relationships by automating your task creation process between Mojo and Flow. With this workflow, whenever you add a new contact in Mojo, a corresponding task is generated in Flow, ensuring you keep track of important tasks and improve communication with your clients. Streamline your workflow and stay organized while increasing productivity.
Effortlessly manage your client relationships by automating your task creation process between Mojo and Flow. With this workflow, whenever you add a new contact in Mojo, a corresponding task is generated in Flow, ensuring you keep track of important tasks and improve communication with your clients. Streamline your workflow and stay organized while increasing productivity.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Task
Creates a new Flow task.
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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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