Mojo + Podio
Create new Podio items from new Mojo notes
Whenever you jot down a new note in Mojo, this workflow will instantly craft a new item in Podio, keeping your information seamlessly organized. By doing so, it helps in eliminating the hassle of manually transferring information between these two platforms. It allows you to dedicate more time on crucial tasks, ensuring that every note you take in Mojo is readily available in your Podio workspace.
Whenever you jot down a new note in Mojo, this workflow will instantly craft a new item in Podio, keeping your information seamlessly organized. By doing so, it helps in eliminating the hassle of manually transferring information between these two platforms. It allows you to dedicate more time on crucial tasks, ensuring that every note you take in Mojo is readily available in your Podio workspace.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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GroupRequired
Note
Try ItGroupRequired
Try ItContact 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 ItNew 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 ItSend 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 ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It
