Mojo + Targetprocess
Create user stories in Targetprocess for new contacts in Mojo
Effortlessly keep track of new contacts in Mojo by creating corresponding user stories in Targetprocess. With this workflow, each time a new contact is added to Mojo, a user story will be generated in Targetprocess, ensuring that your project management and sales processes stay aligned. Streamline your work and stay organized without lifting a finger!
Effortlessly keep track of new contacts in Mojo by creating corresponding user stories in Targetprocess. With this workflow, each time a new contact is added to Mojo, a user story will be generated in Targetprocess, ensuring that your project management and sales processes stay aligned. Streamline your work and stay organized without lifting a finger!
- 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 User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
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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).
Try It
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
