Mojo + Rocket Referrals

Create and update Rocket Referrals contacts from new Mojo activities

Effortlessly manage your contacts with this seamless workflow between Mojo and Rocket Referrals. Whenever there's a new activity in your Mojo app, this automation will create or update the corresponding contact in Rocket Referrals. Stay organized and keep your contacts up to date without breaking a sweat.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create/Update Contact
Creates or updates a contact.
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
- Trigger onRequired
Trigger
Instant
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- Trigger onRequired
Trigger
Instant
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- Search for existing contacts byRequired
- Update onlyRequired
- Contact ID
- Contact type
- Full name
- First name
- Middle name
- Last name
- Nickname
- Primary nickname
- Gender
- Birthday
- Spouse first name
- Spouse last name
- Spouse nickname
- Spouse full name
- Spouse birthday
- Language
- Address line 1
- Address line 2
- City
- State
- Zip
- Phone
- Email
- Email Unsubscribe
- Account number
- Primary employee (Employee ID)
- Customer since date
- Last purchase date
- Customer end date
- Contact status
- Organization name
- Key contact (Yes/No)
- Referred by (name or account number)
- Referred on date
- Active product count
- Total revenue/value
- Add to list
- Remove from list
Action
Write

- 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
- Trigger onRequired
Trigger
Instant
Try It
- Trigger onRequired
Trigger
Instant
Try It