Magentrix + Mojo

Create entity records in Magentrix for new Mojo contacts

Seamlessly integrate your Mojo and Magentrix platforms with this efficient workflow. When you add a new contact in Mojo, an entity record is created in Magentrix, ensuring both systems stay up-to-date and well-organized. Automate this essential task to save time and maintain consistency, leaving you more time to build strong relationships with your contacts.

When this happens...
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create Entity Record
Creates a new record of your chosen Entity Type.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- 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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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
- Entity NameRequired
Trigger
Polling
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- Entity NameRequired
Trigger
Polling
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- Select Entity TypeRequired
Action
Write
Update an Existing File
Updates an existing file (document, attachment, or Salesforce file).
Action
Write
- Select Entity TypeRequired
- Field NameRequired
- Field ValueRequired
Action
Search

- 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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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Document TypeRequired
Trigger
Polling
Try It
Upload a New File
Uploads a new file (document, attachment, or Salesforce file).
Action
Write
- Select Entity TypeRequired
- RecordRequired
Action
Write
- Select Entity TypeRequired
- RecordRequired
Action
Write
- Select Entity TypeRequired
- Field NameRequired
- Field ValueRequired
Action
Search or write

About Magentrix

Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.