membermate + Mojo
Add new Mojo contacts as users and grant access to products in membermate
Effortlessly add new contacts to your member management system with this seamless workflow. Whenever a new contact is added in the Mojo app, this automation creates a new user in the MemberMate app and can optionally grant them access to a specific product. Keep your member list up-to-date and provide immediate access to relevant resources, all in one simple process.
Effortlessly add new contacts to your member management system with this seamless workflow. Whenever a new contact is added in the Mojo app, this automation creates a new user in the MemberMate app and can optionally grant them access to a specific product. Keep your member list up-to-date and provide immediate access to relevant resources, all in one simple process.
- 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 User (And Optionally Grant Access to a Product)
Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
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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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