Send custom cards in SimplyNoted when contacts are updated in Mojo
Keep your contacts engaged by sending personalized cards whenever there's an update in Mojo. With this workflow, whenever a contact is updated in the Mojo system, a custom card will be created and sent via SimplyNoted. Stay on top of your relationships and make each interaction meaningful with this seamless integration.
Keep your contacts engaged by sending personalized cards whenever there's an update in Mojo. With this workflow, whenever a contact is updated in the Mojo system, a custom card will be created and sent via SimplyNoted. Stay on top of your relationships and make each interaction meaningful with this seamless integration.
- When this happens...Contact 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.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
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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.
Try It