Create tasks in Zoho Connect boards from new Mojo contacts
Effortlessly manage your contacts and tasks with this seamless workflow that connects Mojo and Zoho Connect. When you add a new contact in Mojo, a task will be created in a Zoho Connect board, allowing you to stay organized and never miss a beat when it comes to managing your business relationships. Spend less time updating multiple platforms and more time building valuable connections.
Effortlessly manage your contacts and tasks with this seamless workflow that connects Mojo and Zoho Connect. When you add a new contact in Mojo, a task will be created in a Zoho Connect board, allowing you to stay organized and never miss a beat when it comes to managing your business relationships. Spend less time updating multiple platforms and more time building valuable connections.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Task in Board
Adds a new task in a specific board.
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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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