Mojo + Well World
Create Well World clients from new Mojo activities
Effortlessly track new activities in Mojo and effectively manage your clients in Well World with this seamless automation. When a new activity occurs in Mojo, it triggers the registration of the client in the Well World app, enhancing your productivity and keeping your client information consistently updated. This workflow simplifies client management and helps you maintain organized records.
Effortlessly track new activities in Mojo and effectively manage your clients in Well World with this seamless automation. When a new activity occurs in Mojo, it triggers the registration of the client in the Well World app, enhancing your productivity and keeping your client information consistently updated. This workflow simplifies client management and helps you maintain organized records.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Register Client
Creates a new client.
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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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