Create tasks in Flow for new contacts in Mojo
Effortlessly manage your client relationships by automating your task creation process between Mojo and Flow. With this workflow, whenever you add a new contact in Mojo, a corresponding task is generated in Flow, ensuring you keep track of important tasks and improve communication with your clients. Streamline your workflow and stay organized while increasing productivity.
- When this happens...New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create TaskCreates a new Flow task.
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More things you can do with Mojo and Flow
Discover other triggers and actions you can use with Mojo and Flow
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
Related categories
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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