Update zipForm Plus contacts when Mojo contacts are modified
Efficiently maintain consistent contact information across Mojo and zipForm Plus with this streamlined workflow. Whenever you update a contact in Mojo, this automation ensures the same contact is updated in zipForm Plus, keeping your records current on both platforms. Simplify your contact management process and save time with this seamless integration.
Efficiently maintain consistent contact information across Mojo and zipForm Plus with this streamlined workflow. Whenever you update a contact in Mojo, this automation ensures the same contact is updated in zipForm Plus, keeping your records current on both platforms. Simplify your contact management process and save time with this seamless integration.
- When this happens...Contact 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.
- automatically do this!Create Contact
Triggers when a new contact is added to a zipForm Address Book.
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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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