Add new Mojo contacts as clients in Wodify Core for seamless management
Effortlessly keep your Wodify Core client list up-to-date with this workflow. Whenever a new contact is added in Mojo, this automation will either add them as a new client or update their existing information in Wodify Core. Spend less time on manual data entry and focus on growing your business while ensuring your client information is always accurate and current.
Effortlessly keep your Wodify Core client list up-to-date with this workflow. Whenever a new contact is added in Mojo, this automation will either add them as a new client or update their existing information in Wodify Core. Spend less time on manual data entry and focus on growing your business while ensuring your client information is always accurate and current.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add/Update Client
Adds or updates a 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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