1.Detect contact updated
Integrate Mojo, CRM workflow tools, and data routing rules to detect a contact update and start the waitlist update process.
Update waitlist item with call outcome and notes
Automatically monitor contact updates across Mojo and monday.com. Update waitlist items with call outcomes when a contact is updated, call results are eligible, or notes are presentβso you can refresh call status, write timestamped notes, and keep outreach records current without manual logging.
How this automation updates your waitlist call records
When a contact update in Mojo requires queue accuracy, outreach records go stale and follow up slows down. This automation finds the matching monday.com item, filters for qualifying call details, and updates call status and timestamped notesβso your team stays in sync.
Mojoor swap with your favorite app
2.Find item by column value
Integrate monday.com, CRM data tools, and reporting systems to find the matching board item and return the item id.
monday.comor swap with your favorite app
3.Get column values
Integrate monday.com and analytics tools to fetch current columns for the found item id so updates include the latest context.
4.Filter for qualifying records
Integrate Filter by Zapier and validation rules to continue only when call outcome and notes meet outreach criteria.
Filter by Zapieror swap with your favorite app
5.Change multiple columns value
Integrate monday.com and CRM workflow tools to overwrite call status, add timestamped notes, and update the matched waitlist item.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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