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Metatask + Mojo

Start new Metatask processes for updated Mojo activities

Streamline your sales and project management with this powerful automation. When new activity occurs in your Mojo app, it will instantly start a process in Metatask, helping you stay organized and up-to-date with minimal effort. Save time and increase efficiency by letting this workflow seamlessly integrate your Mojo activities with your Metatask projects.

Streamline your sales and project management with this powerful automation. When new activity occurs in your Mojo app, it will instantly start a process in Metatask, helping you stay organized and up-to-date with minimal effort. Save time and increase efficiency by letting this workflow seamlessly integrate your Mojo activities with your Metatask projects.

  1. When this happens...
    MojoMojo
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    MetataskMetatask
    Start Process

    Starts a new process from a template (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • GroupRequired

    Trigger
    Instant
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    • GroupRequired

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    Contact 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.

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    New Note

    Triggers when a new note is created in Mojo (through the contact screen only).

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    New Contact

    Triggers when a new contact is created (through the create contact form in Data & Dialer section).

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    Send 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.

    Trigger
    Instant
    Try It
    • Activity Types

    Trigger
    Instant
    Try It
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About Metatask

Metatask is a simple tool to organize and control internal processes that lets normal users quickly build and execute business workflows.

Related categories

  • Task Management
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mojo logo

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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier