Mojo + Samepage
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.
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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Folder
Creates a new folder in your organization.
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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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