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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead (For Your Account)" from Mobilo Card.

Add your action

An action happens after the trigger—such as "Create Call" in Cogmento CRM.

You’re connected!

Zapier seamlessly connects Mobilo Card and Cogmento CRM, automating your workflow.

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.

New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Trigger
Polling
Try It
New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Trigger
Polling
Try It
New Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Update Case
Triggers when a case is updated
Trigger
Instant
Try It

Update Contact
Triggers when a contact is updated
Trigger
Instant
Try It
Update Task
Triggers when a task is updated
Trigger
Instant
Try It
- Title
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
Action
Write
- Title
  Required
- Start At
  Required
- End At
  Required
- Calendar
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- Filter
  Required
Action
Search
- Filter
  Required
Action
Search
- Filter
  Required
Action
Search

New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Trigger
Polling
Try It
New Call
Triggers when a new call is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
Update Call
Triggers when a call is updated
Trigger
Instant
Try It
Update Company
Triggers when a company is updated
Trigger
Instant
Try It
Update Deal
Triggers when a deal is updated
Trigger
Instant
Try It
- Call Time
  Required
Action
Write
- Company Name
  Required
Action
Write
- Title
  Required
Action
Write
- Title
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- Filter
  Required
Action
Search
- Filter
  Required
Action
Search
- Model Type
  Required
Action
Search
- Filter
  Required
Action
Search

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Connect Mobilo Card and Cogmento CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Mobilo Card to Cogmento CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Cogmento CRM

Cogmento is an extensible CRM system, which can be as simple or complex as needed.

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