Follow Up Boss + Mojo
Update notes in Follow Up Boss whenever notes are updated in Mojo
Keep your Mojo and Follow Up Boss apps seamlessly connected with this practical workflow. When you update a note in Mojo, it immediately creates a new note in Follow Up Boss, ensuring your information stays consistent across platforms. This automation saves you time on inputting the same data twice, letting you focus on more important tasks. Experience streamlined and efficient cross-app note management with this workflow.
Keep your Mojo and Follow Up Boss apps seamlessly connected with this practical workflow. When you update a note in Mojo, it immediately creates a new note in Follow Up Boss, ensuring your information stays consistent across platforms. This automation saves you time on inputting the same data twice, letting you focus on more important tasks. Experience streamlined and efficient cross-app note management with this workflow.
- When this happens...Note Updated
Triggers when a note is updated in Mojo.
- 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
