Magentrix + Mojo
Create entity records in Magentrix for new Mojo contacts
Seamlessly integrate your Mojo and Magentrix platforms with this efficient workflow. When you add a new contact in Mojo, an entity record is created in Magentrix, ensuring both systems stay up-to-date and well-organized. Automate this essential task to save time and maintain consistency, leaving you more time to build strong relationships with your contacts.
Seamlessly integrate your Mojo and Magentrix platforms with this efficient workflow. When you add a new contact in Mojo, an entity record is created in Magentrix, ensuring both systems stay up-to-date and well-organized. Automate this essential task to save time and maintain consistency, leaving you more time to build strong relationships with your contacts.
- 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 Entity Record
Creates a new record of your chosen Entity Type.
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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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