Mojo + Process Plan

Mojo + Process Plan integrations

Create new Process Plan processes for new Mojo contacts

Effortlessly streamline your customer onboarding process with this workflow. When a new contact is added in Mojo, a new process will be initiated in Process Plan. Save time and ensure consistent handling of all new contacts, allowing your team to focus on delivering exceptional service rather than managing manual tasks.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
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Start a New ProcessStarts a new process instance and populates it's fields.
ActionWrite

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More things you can do with Mojo and Process Plan

Discover other triggers and actions you can use with Mojo and Process Plan

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Process Template
  Required
- When This Field Is Updated
  Required
Trigger
Instant
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- Process Template
  Required
Trigger
Instant
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- Process Template
  Required
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
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- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Cancel
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Start
  Required
- Process Instance
  Required
Action
Write
- Process Template
  Required
Action
Search

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Process Template
  Required
Trigger
Instant
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- Process Template
  Required
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
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- Process Template
  Required
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
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- Process Template
  Required
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template ID
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Complete
  Required
- Task Response
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
Action
Write

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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