Mojo + OneNote
Update OneNote notes with updated Mojo contacts
Keep your OneNote organized whenever you update a contact in Mojo with this seamless workflow. When a contact is updated in Mojo, it will create a note in a specified section in OneNote, ensuring your notes stay up-to-date alongside your contact information. Stay efficient and organized with this handy automation.
Keep your OneNote organized whenever you update a contact in Mojo with this seamless workflow. When a contact is updated in Mojo, it will create a note in a specified section in OneNote, ensuring your notes stay up-to-date alongside your contact information. Stay efficient and organized with this handy automation.
- 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 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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