Update kvCORE contacts when new notes are added in Mojo
Effortlessly keep your kvCORE contacts up-to-date with this seamless workflow. When you create a new note in Mojo, the contact information linked to that note will be instantly updated in the kvCORE app. This automation not only saves you time but also ensures your contact data stays accurate and consistent across both platforms.
Effortlessly keep your kvCORE contacts up-to-date with this seamless workflow. When you create a new note in Mojo, the contact information linked to that note will be instantly updated in the kvCORE app. This automation not only saves you time but also ensures your contact data stays accurate and consistent across both platforms.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Update Contact
Updates a new contact within an account.
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GroupRequired
Note
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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