Mojo + Workboard

Mojo + Workboard integrations

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.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create Action ItemCreate an action item in Workboard
ActionWrite

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More things you can do with Mojo and Workboard

Discover other triggers and actions you can use with Mojo and Workboard

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
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- Goals by team
- Team
- Goals by me
Trigger
Instant
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New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
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- Team Name
  Required
- Company Name
  Required
Action
Write
- Workstream
- Description
  Required
- Note
- Due date
- Owner
- Assignee
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Workstream
- Tag
- Action item
Trigger
Instant
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- Team
Trigger
Instant
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New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
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- Team
- WorkStream Name
  Required
- Workstream objective
  Required
Action
Write
- Metric
  Required
- Metric Data
  Required
- Metric Type
  Required
Action
Write

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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CRM (Customer Relationship Management)

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About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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Related categories

HR Talent & Recruitment