Organize new Mojo contacts by creating folders in OneDrive
Organize your Mojo contacts more efficiently with this workflow. When you add a new contact in Mojo, it will automatically create a designated folder for them in OneDrive. Save time and stay organized by having all relevant files and documents stored in one place for each of your contacts.
Organize your Mojo contacts more efficiently with this workflow. When you add a new contact in Mojo, it will automatically create a designated folder for them in OneDrive. Save time and stay organized by having all relevant files and documents stored in one place for each of your contacts.
- 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 Folder
Creates a new folder.
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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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