How to connect Fulcrum + Mojo
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- Record CreatedTriggers when a new record is created.Trigger
- Record DeletedTriggers when a new record is deleted.Trigger
- Record UpdatedTriggers when a new record is updated.Trigger
- Project CreateCreates a new project.Action
- Record CreateCreates a new Record.Action
- Record UpdateUpdate a new Record.Action
- New Contact in GroupTriggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).Trigger
- New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).Trigger
- Mojo
Triggers when a contact number is marked as "Bad Number" in Mojo.
Instant
Trigger
- Mojo
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.
Instant
Trigger
- Mojo
Triggers when a new activity is created.
Instant
Trigger
- Mojo
Triggers when a new note is created in Mojo (through the contact screen only).
Instant
Trigger
- Mojo
Triggers when a note is updated in Mojo.
Instant
Trigger
- Mojo
Create Contact in Mojo and assign to calling list.
Scheduled
Action
- Mojo
Create a contact in Mojo and assign to one or more groups.
Scheduled
Action
- Mojo
Creates a calendar activity in Mojo.
Scheduled
Action
- Mojo
Update Contact in Mojo. A Contact_ID value is necessary. It can be retrieved from a New Contact, New Contact in Group or Contact Updated trigger or from the Create Contact in Group Action.
Scheduled
Action
How Fulcrum + Mojo Integrations Work
- Step 1: Authenticate Fulcrum and Mojo.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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