FYI + Mojo

FYI + Mojo integrations

Update tasks in FYI when contacts are updated in Mojo

Keep your Mojo and FYI tasks in sync with this seamless workflow. Whenever a contact is updated in Mojo, this automation will create or update a corresponding task in FYI. Stay organized and never miss an update with this time-saving integration.

When this happens...
Contact UpdatedTriggers 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.
TriggerInstant
automatically do this!
Create or Update TaskCreate or Update a Task in FYI.
ActionWrite

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More things you can do with Mojo and FYI

Discover other triggers and actions you can use with Mojo and FYI

- Group
  Required
- Note
Trigger
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write

- Create group if it doesn’t exist yet
  Required
- New Name
  Required
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
  Required
- Due Date
  Required
- Create task if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write
- Client
- Find across group
- Type
- Job Number
- Name
Action
Search

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
- Create job if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- HTML
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Name
- Email
- FYI Client ID
- Client Code
- Export Code
Action
Search

About FYI

FYI is a document management service for professionals

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Related categories

Accounting

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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Related categories

CRM (Customer Relationship Management)

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