Mojo + OneNote
Create notes in OneNote for new contacts in Mojo
Effortlessly keep track of your new Mojo contacts by adding notes to OneNote with this handy automation. When a new contact is added in Mojo, a note will be created in the designated section in OneNote. This seamless process ensures you always have important information about your new contacts at your fingertips, streamlining your organization and follow-up tasks.
Effortlessly keep track of your new Mojo contacts by adding notes to OneNote with this handy automation. When a new contact is added in Mojo, a note will be created in the designated section in OneNote. This seamless process ensures you always have important information about your new contacts at your fingertips, streamlining your organization and follow-up tasks.
- 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 Note in Section
Triggers when a new note is created in a notebook/section.
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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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