Mojo + Vision6
Update Vision6 contacts when new Mojo activities occur
Easily keep your contact information updated in Vision6 when new activities occur in Mojo. With this workflow, whenever a new activity happens in Mojo, the contact details are instantly updated in the Vision6 app. Maintain accurate and current records, streamlining your communication efforts with a seamless connection between both platforms.
Easily keep your contact information updated in Vision6 when new activities occur in Mojo. With this workflow, whenever a new activity happens in Mojo, the contact details are instantly updated in the Vision6 app. Maintain accurate and current records, streamlining your communication efforts with a seamless connection between both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update a Contact
Into a List you choose.
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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
