Mojo + Smartsheet
Update Smartsheet discussions when contacts are updated in Mojo
Keep your team informed and up-to-date by connecting Mojo and Smartsheet with this seamless workflow. When a contact is updated in Mojo, this automation will add a discussion to a row in Smartsheet, ensuring that important updates are efficiently shared with team members. Stay organized and in sync by managing your key contact information effortlessly.
Keep your team informed and up-to-date by connecting Mojo and Smartsheet with this seamless workflow. When a contact is updated in Mojo, this automation will add a discussion to a row in Smartsheet, ensuring that important updates are efficiently shared with team members. Stay organized and in sync by managing your key contact information effortlessly.
- 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!Add Discussion to Row
Adds discussion to row.
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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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