Grist + Mojo
Add new Mojo contacts to Grist as records for seamless organization
Effortlessly manage your Mojo contacts by integrating it with Grist. With this workflow, whenever a new contact is added in Mojo, a record is seamlessly created or updated in Grist. Stay organized and on top of your customer data without any manual intervention, making your contact management more efficient and streamlining your processes.
Effortlessly manage your Mojo contacts by integrating it with Grist. With this workflow, whenever a new contact is added in Mojo, a record is seamlessly created or updated in Grist. Stay organized and on top of your customer data without any manual intervention, making your contact management more efficient and streamlining your processes.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create or Update Record
Creates a new Record in a Table, or Updates an existing matching Record
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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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