Mojo + TimelinesAI
Send files to existing TimelinesAI chats when new contacts are added in Mojo
Keep your sales communication organized and efficient by connecting Mojo and TimelinesAI. With this workflow, whenever a new contact is added in Mojo, a file will be automatically sent to the existing chat in TimelinesAI. This helps ensure that important documents are quickly shared with your team, streamlining your sales process and increasing productivity.
Keep your sales communication organized and efficient by connecting Mojo and TimelinesAI. With this workflow, whenever a new contact is added in Mojo, a file will be automatically sent to the existing chat in TimelinesAI. This helps ensure that important documents are quickly shared with your team, streamlining your sales process and increasing productivity.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Send File to Existing Chat
Sends file to existing chat.
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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).
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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.
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