Mojo + Samepage

Mojo + Samepage integrations

Create folders in Samepage for new contacts in Mojo

Effortlessly organize your new Mojo contacts by creating dedicated folders in Samepage with this simple automation. Whenever you add a new contact in Mojo, this workflow will automatically create a new folder within Samepage, ensuring all your essential client information is ready and accessible in one centralized location. Streamline your client management process and improve collaboration by keeping your team on the same page.

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 FolderCreates a new folder in your organization.
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More things you can do with Mojo and Samepage

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

- 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
- Folder
  Required
- Discussion Name
  Required
- First Chat Message
Action
Write

- Parent Folder
- Folder Name
  Required
- Folder Full Editors
- Folder Writers
- Folder Readers
Action
Write
- Folder
  Required
- Agenda
  Required
- Task Name
  Required
- Task Details
- Assignee
- Due Date
- Due on a Day
- Color
Action
Write
- Folder
  Required
- Chat
  Required
- Message
  Required
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Team, Sub-Team or Group-Chat
  Required
- Message
  Required
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Team or Sub-Team
  Required
- Task Name
  Required
- Task Details
- Assignee
- Due Date
- Color
Action
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
- Folder
  Required
- Agenda
  Required
- Event Name
  Required
- Start Date
  Required
- End Date
  Required
- All Day Event
- Event Details
- Attendees
- Trigger Auto Call
- Color
Action
Write
- Folder
  Required
- Page Name
  Required
- Page Content
  Required
- Chat Message
Action
Write
- Team or Sub-Team
  Required
- Page Name
  Required
- Message
  Required
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Parent Team
- Team Name
  Required
- Team Privacy
  Required
- Team Members
- Team Owners
Action
Write
- Team or Sub-Team
  Required
- Parent Folder
- Page Content
  Required
- Chat Message
- Page Name
  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 Samepage

Samepage is a team collaboration platform that brings people together to get work done in one place. Discuss ideas, share files, assign tasks, and finish projects – all in real time, and all from one app.

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