LiquidPlanner Classic + Mojo
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.
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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create a Task
Create a new task in Liquid Planner.
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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.
Try It
