Mojo + Roll

Mojo + Roll integrations

Create projects in Roll for new Mojo contacts

Effortlessly manage new contacts in Mojo by creating corresponding projects in the Roll app with this seamless automation. Whenever a new contact is added in Mojo, a project will be instantly created in Roll, ensuring all essential information is readily available for efficient project management. Stay organized and streamline your workflow with this time-saving integration.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create ProjectTriggers when a new project is created.
ActionWrite

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More things you can do with Mojo and Roll

Discover other triggers and actions you can use with Mojo and Roll

- Group
  Required
- Note
Trigger
Instant
Try It
- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
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
New Company
Triggers when a new company is created.
Trigger
Polling
Try It

New Task
Triggers when a new task is created.
Trigger
Polling
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- Company Name
  Required
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Write
- Employee
  Required
- Project
  Required
- Time Date
  Required
- Time Notes
- Time (In Hours)
  Required
- Rate
Action
Write
- Project
  Required
Action
Search
- Project Name
  Required
- Company
  Required
- Project Status
  Required
- Project Description
- Job Number
- Project Value
Action
Search or write

- 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
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Time Record
Triggers when a new time record is created.
Trigger
Polling
Try It
- Company
  Required
- Project Name
  Required
- Project Status
  Required
- Project Description
- Job Number
- Project Value
Action
Write
- Company
Action
Search
- Company Name
  Required
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Search or 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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Related categories

CRM (Customer Relationship Management)

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About Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

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Related categories

Project Management