Magentrix + Mojo

Create Magentrix entity records from new Mojo activities

Stay on top of your Mojo activities by seamlessly creating entity records in Magentrix with this efficient workflow. Once set up, every time there's new activity in your Mojo app, an entity record will be created in Magentrix, ensuring your data stays organized and easily accessible. Say goodbye to manual data entry and focus on what truly matters - growing your business.

When this happens...
New Activity
Triggers when a new activity is created.
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
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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.