Microsoft To Do + Mojo
Create tasks in Microsoft To Do for new contacts in Mojo
Effortlessly manage your new Mojo contacts by creating tasks in Microsoft To Do with this workflow. When you add a contact in Mojo, a task will be generated in Microsoft To Do—helping you keep track of your outreach and follow-ups. Stay organized and strengthen your relationships by utilizing this seamless integration.
Effortlessly manage your new Mojo contacts by creating tasks in Microsoft To Do with this workflow. When you add a contact in Mojo, a task will be generated in Microsoft To Do—helping you keep track of your outreach and follow-ups. Stay organized and strengthen your relationships by utilizing this seamless 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 Task
Triggers when a new task is created.
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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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