Mojo + Pipefy
Create Pipefy cards for new Mojo contacts
Effortlessly manage your new contacts from Mojo by having a Pipefy card created for each one. With this workflow, once a new contact is added to Mojo, a card will be generated in Pipefy for easy organization and tracking. Spend less time on manual data entry and focus on building relationships with your contacts.
Effortlessly manage your new contacts from Mojo by having a Pipefy card created for each one. With this workflow, once a new contact is added to Mojo, a card will be generated in Pipefy for easy organization and tracking. Spend less time on manual data entry and focus on building relationships with 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 Card
Creates a new card.
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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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