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Frequently Asked Questions about Mojo + Podio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mojo and Podio
How do I set up a trigger for Mojo in Podio integration?
To set up a trigger for Mojo in our Podio integration, you need to select the specific event in Mojo, such as 'New Lead Added' or 'Call Completed'. You can then link this trigger to an action on Podio, like creating an item or updating a status.
Can I update an existing record in Podio with data from Mojo?
Yes, you can update existing records in Podio with data from Mojo by using the 'Update Item' action for your chosen trigger event from Mojo. This allows seamless synchronization of information between the two platforms.
What types of actions can be triggered in Podio through Mojo integration?
Through our integration, you can trigger various actions such as creating new items, updating records, and adding comments in Podio based on events happening in Mojo.
Is it possible to create custom workflows using the Mojo and Podio integration?
Absolutely! Our integration allows you to create custom workflows by setting conditions and multiple actions tailored to specific triggers from Mojo. This flexibility enables a wide range of possibilities for automating tasks.
How can I track calls made in Mojo within my Podio workspace?
You can track calls made in Mojo within your Podio workspace by setting a trigger for 'Call Completed' events. This will automatically create or update items containing call details in your designated Podio app.
Are there any prerequisites before integrating Mojo with Podio?
Before starting the integration process, ensure that you have admin access on both platforms and that any necessary fields are created on the receiving app within Podio for data mapping purposes.
Can I use filters while setting up my triggers with Mojo and Podio?
Yes, when configuring triggers between Mojo and our platform's integration with Podio, you can apply filters. These filters help refine which data sets off certain workflow actions based on specified criteria.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- GroupRequired
- Note
Try It- GroupRequired
Try It- Contact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try It - New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It
- New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try It - Send Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try It - Activity Types
Try It- Note Updated
Triggers when a note is updated in Mojo.
Try It