Mojo + Roll
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.
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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Project
Triggers when a new project 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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