Mojo + TimelinesAI
Update TimelinesAI chat files when Mojo contacts change
Keep your TimelinesAI chats up-to-date whenever a contact's information changes in Mojo using this seamless workflow. This automation activates when a contact's details are modified in Mojo, updating the respective chat in TimelinesAI. Save time and stay organized with an efficient way to manage your communications, ensuring all relevant information is easily accessible.
Keep your TimelinesAI chats up-to-date whenever a contact's information changes in Mojo using this seamless workflow. This automation activates when a contact's details are modified in Mojo, updating the respective chat in TimelinesAI. Save time and stay organized with an efficient way to manage your communications, ensuring all relevant information is easily accessible.
- When this happens...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.
- 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).
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
