Create Geckoboard records for new Mojo contacts
Effortlessly keep track of your Mojo contacts on Geckoboard with this seamless workflow. When you add a new contact in Mojo, this automation will instantly create a record in your Geckoboard dataset, ensuring your data is consistently up-to-date. Enhance your team's performance by maintaining an organized and easily accessible contact list with this time-saving integration.
Effortlessly keep track of your Mojo contacts on Geckoboard with this seamless workflow. When you add a new contact in Mojo, this automation will instantly create a record in your Geckoboard dataset, ensuring your data is consistently up-to-date. Enhance your team's performance by maintaining an organized and easily accessible contact list with this time-saving integration.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add Record to Dataset
Adds a record to a Dataset
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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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