Create new Orbit activities when Mojo records new activities
Automate your community management by connecting Mojo and Orbit. With this workflow, every new activity in Mojo will instantly create an activity in Orbit, keeping your community up to date and engaged. Save time and streamline your community management processes, ensuring every interaction counts.
Automate your community management by connecting Mojo and Orbit. With this workflow, every new activity in Mojo will instantly create an activity in Orbit, keeping your community up to date and engaged. Save time and streamline your community management processes, ensuring every interaction counts.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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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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