Mojo + Seidat
Create duplicate Seidat presentations for new Mojo activities
Stay organized and efficient by automating your presentation management with this workflow. Whenever there's a new activity in Mojo, it will instantly create a duplicate presentation in Seidat, ensuring you always have an updated copy on hand for reference. This seamless process saves you time and eliminates manual work, letting you focus on what matters most - delivering engaging presentations.
Stay organized and efficient by automating your presentation management with this workflow. Whenever there's a new activity in Mojo, it will instantly create a duplicate presentation in Seidat, ensuring you always have an updated copy on hand for reference. This seamless process saves you time and eliminates manual work, letting you focus on what matters most - delivering engaging presentations.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
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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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