Billsby + Mojo
Update Billsby customer details when new Mojo contacts are added
Easily keep your customer information up-to-date with this Mojo and Billsby integration. Whenever a new contact is added in Mojo, this workflow will seamlessly update their details in Billsby, ensuring accurate and consistent data across both platforms. Stay organized and improve customer management without any manual effort.
Easily keep your customer information up-to-date with this Mojo and Billsby integration. Whenever a new contact is added in Mojo, this workflow will seamlessly update their details in Billsby, ensuring accurate and consistent data across both platforms. Stay organized and improve customer management without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Update Customer Details
Update customer details
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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