Mojo + Nozbe
Create tasks in Nozbe for new contacts in Mojo
Stay on top of your sales leads by instantly creating tasks in Nozbe whenever new contacts are added in Mojo. This workflow streamlines your contact management process, allowing you to efficiently follow up with potential clients and make the most of each opportunity. No more manual task entry or missed connections; let this automation handle it for you.
Stay on top of your sales leads by instantly creating tasks in Nozbe whenever new contacts are added in Mojo. This workflow streamlines your contact management process, allowing you to efficiently follow up with potential clients and make the most of each opportunity. No more manual task entry or missed connections; let this automation handle it for you.
- 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
Creates a new Task
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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).
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
