KanbanFlow + Mojo
Create tasks in KanbanFlow for new contacts in Mojo
Effortlessly manage your new Mojo contacts with this workflow. Upon adding a new contact in Mojo, a task will be created in KanbanFlow, allowing you to stay organized and up-to-date with your contacts. Save time and focus on what's important by streamlining your contact management process with this automation.
Effortlessly manage your new Mojo contacts with this workflow. Upon adding a new contact in Mojo, a task will be created in KanbanFlow, allowing you to stay organized and up-to-date with your contacts. Save time and focus on what's important by streamlining your contact management process with this automation.
- 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 Task
Creates a new task in a specific column/swimlane on the board.
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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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