Mojo + Workboard
Create Workboard action items from new Mojo activities
Stay on top of your tasks with this efficient workflow that connects Mojo and Workboard. Whenever there's a new activity in Mojo, it will create an action item in Workboard, ensuring you never miss an important update. This integration streamlines your work process, saving you time and helping you stay organized.
Stay on top of your tasks with this efficient workflow that connects Mojo and Workboard. Whenever there's a new activity in Mojo, it will create an action item in Workboard, ensuring you never miss an important update. This integration streamlines your work process, saving you time and helping you stay organized.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Action Item
Create an action item in Workboard
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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
