Create Redbooth tasks for new Mojo contacts
Effortlessly manage your new contacts from Mojo by creating tasks in Redbooth with this seamless workflow. Once set up, each time a new contact is added in Mojo, a task will be generated in Redbooth to help you stay organized and efficient. Enhance productivity and ensure you never miss important follow-ups with your contacts by simplifying the process of task creation.
Effortlessly manage your new contacts from Mojo by creating tasks in Redbooth with this seamless workflow. Once set up, each time a new contact is added in Mojo, a task will be generated in Redbooth to help you stay organized and efficient. Enhance productivity and ensure you never miss important follow-ups with your contacts by simplifying the process of task creation.
- 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 Task
Triggers when a new task is created.
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GroupRequired
Note
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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