Mojo + Nusii Proposals
Update Nusii Proposals clients when Mojo contacts are modified
Maintain consistent client information across platforms with this workflow. When a contact is updated in Mojo, this automation ensures the corresponding client in Nusii Proposals is also updated, keeping your client data organized and accurate. Streamline your contact management process between Mojo and Nusii Proposals to save time and effort.
Maintain consistent client information across platforms with this workflow. When a contact is updated in Mojo, this automation ensures the corresponding client in Nusii Proposals is also updated, keeping your client data organized and accurate. Streamline your contact management process between Mojo and Nusii Proposals to save time and effort.
- When this happens...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.
- automatically do this!Create Client
Creates a new client.
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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.
Try It
