LiquidPlanner Classic + Mojo

LiquidPlanner Classic + Mojo integrations

Create tasks in LiquidPlanner Classic for new contacts in Mojo

Effortlessly stay on top of your contacts in Mojo by creating tasks in LiquidPlanner Classic! With this workflow, every time a new contact is added in Mojo, a corresponding task will be generated in LiquidPlanner Classic, ensuring seamless project management and organization. Save time and maintain an efficient work process by streamlining contact tracking and task creation through this automation.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create a TaskCreate a new task in Liquid Planner.
ActionWrite

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More things you can do with Mojo and LiquidPlanner Classic

Discover other triggers and actions you can use with Mojo and LiquidPlanner Classic

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Space Name
  Required
Trigger
Instant
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- Space ID
  Required
Trigger
Instant
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- Space ID
  Required
Trigger
Instant
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- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Name
- Billable Flag
- Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Comment
  Required
- Commentator Name
Action
Write
- Space Name
  Required
- Name
  Required
- Start Date
- Finish Date
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Url
  Required
- Description
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Note
Action
Write
- Space Name
  Required
- Name
  Required
- Start Time
  Required
- Finish Time
  Required
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Low
- High
- Owner Name
- Description
- Comment
- Link URL
- Note
- Activity Name
- Parent Name
- Package Name
- External Reference
- Delay Until
- Promise By
- Max Effort
- Manual Alert
- Started On
- Done On
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Task ID
  Required
- Low
- High
- Activity Name
- Restart Timer
- Comment
- Note
- Is Done Flag
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Commentator Name
- Comment Text
  Required
- Comment
  Required
Action
Write
- Space Name
  Required
- Link Description
  Required
- Url
- Description
Action
Write
- Space Name
  Required
- Partial Day Event Name
  Required
- Name
- Start Time
- Finish Time
- Package Name
- Parent Name
- Activity Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Space Name
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Task Name
  Required
- Name
  Required
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Item Name
  Required
- Prerequisite Item Name
  Required
Action
Write
- Space Name
  Required
- Name
  Required
- Owner
- Package Name
- Parent Name
- Description
- Delay Until
- Done On
- External Reference
- Promise By
- Max Effort
- Manual Alert
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Date
- Owner
- Comment
- Description
- Note
- Link URL
- Activity Name
- Parent Name
- Package Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Parent Package Name
- Owner Name
- Parent Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Owner Name
- Parent Name
- Client Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
- Parent Package Name
Action
Write
- Space Name
  Required
- Task Name
  Required
- Low
  Required
- High
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Work
- Low
- High
- Activity Name
- Member Name
- Is Done Flag
- Done On
- Work Performed On
- Comment
- Note
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Owner Name
- Checklist Name
  Required
- Name
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Event Name
  Required
- Name
- Start Date
- Finish Date
- Parent Name
- Package Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Milestone Name
  Required
- Name
- Date
- Activity Name
- Package Name
- Parent Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Task Name
  Required
- Title
- Description
- Parent Name
- Package Name
- Activity Name
- Delay Until
- Done On
- Promise By
- Started On
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write

About LiquidPlanner Classic

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

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Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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