magicplan + Mojo
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.
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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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GroupRequired
Note
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).
Try It
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
