Follow Up Boss + Mojo
Create new notes in Follow Up Boss from newly added Mojo notes
Effortlessly keep track of your interactions with clients by connecting Mojo and Follow Up Boss. With this workflow, every time you add a new note in Mojo, a corresponding note will be created in Follow Up Boss, ensuring all your important client communications are organized and easily accessible. Save time, stay updated, and never miss a detail in your client follow-ups with this seamless automation.
Effortlessly keep track of your interactions with clients by connecting Mojo and Follow Up Boss. With this workflow, every time you add a new note in Mojo, a corresponding note will be created in Follow Up Boss, ensuring all your important client communications are organized and easily accessible. Save time, stay updated, and never miss a detail in your client follow-ups with this seamless automation.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Create Note
Creates a note on a 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).
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
