Metatask + Mojo
Start new Metatask processes for incoming Mojo contacts
Effortlessly streamline your sales processes with this Mojo and Metatask integration. Whenever a new contact is added in Mojo, this workflow will initiate a process in Metatask to help you manage and track their progress. Save time and maintain an organized system by using this seamless integration to manage your new leads and customers.
Effortlessly streamline your sales processes with this Mojo and Metatask integration. Whenever a new contact is added in Mojo, this workflow will initiate a process in Metatask to help you manage and track their progress. Save time and maintain an organized system by using this seamless integration to manage your new leads and customers.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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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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