Insightly + Mojo
Update Insightly records with new Mojo activities
Keep your Insightly records up-to-date with new Mojo activities by implementing this seamless workflow. Whenever there's a new activity in the Mojo app, this automation will ensure that the corresponding record in Insightly is updated accordingly. Stay organized and maintain accurate data across both platforms with this efficient, time-saving solution.
Keep your Insightly records up-to-date with new Mojo activities by implementing this seamless workflow. Whenever there's a new activity in the Mojo app, this automation will ensure that the corresponding record in Insightly is updated accordingly. Stay organized and maintain accurate data across both platforms with this efficient, time-saving solution.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Record
Updates a 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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