Mojo + Productboard
Create notes in Productboard for new contacts in Mojo
Stay organized and track customer interactions effortlessly with this automation. When a new contact is added in Mojo, it will create a note in Productboard, ensuring all relevant information is documented in one place. This workflow makes it easy to keep your team updated and maintain a clear understanding of your customer's needs.
Stay organized and track customer interactions effortlessly with this automation. When a new contact is added in Mojo, it will create a note in Productboard, ensuring all relevant information is documented in one place. This workflow makes it easy to keep your team updated and maintain a clear understanding of your customer's needs.
- 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
Triggers when a new note is created.
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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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