Add notes to Livespace people when new contacts are created in Mojo
Effortlessly keep track of your contacts with this workflow between Mojo and Livespace. When a new contact is added in the Mojo app, a note will be added to the corresponding person in your Livespace account. This automation ensures that you're always informed about new interactions, while saving time on manual updates.
Effortlessly keep track of your contacts with this workflow between Mojo and Livespace. When a new contact is added in the Mojo app, a note will be added to the corresponding person in your Livespace account. This automation ensures that you're always informed about new interactions, while saving time on manual updates.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add Person Note
Adds a note to existing person.
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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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