magicplan + Mojo

magicplan + Mojo integrations

Create new projects in magicplan from new contacts in Mojo

Easily manage your contacts and projects with this automation between Mojo and magicplan. When you add a new contact in Mojo, it instantly creates a new project in magicplan, ensuring a seamless workflow for your sales and project management activities. Stay organized and maximize efficiency with this time-saving integration.

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 New ProjectCreate a new magicplan project assigned to a workspace member.
ActionWrite

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More things you can do with Mojo and magicplan

Discover other triggers and actions you can use with Mojo and magicplan

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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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
Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
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- Project Name
  Required
- User Email Address
  Required
- Project Type
  Required
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- 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
File Generated
Triggers for every file that has been generated.
Trigger
Instant
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- Project ID
  Required
- File Category
Action
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About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

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Related categories

Images & Design

About Mojo

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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Related categories

CRM (Customer Relationship Management)

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Create magicplan projects from new Mojo activities

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Create magicplan projects from new Mojo activities