Update Mojo contacts when new activities occur in Clio
Effortlessly keep your contacts up-to-date with this workflow. When new activity occurs in Clio, it will seamlessly update the relevant contact information in Mojo. Stay on top of your client management and ensure accurate and organized communication with this convenient automation solution.
Effortlessly keep your contacts up-to-date with this workflow. When new activity occurs in Clio, it will seamlessly update the relevant contact information in Mojo. Stay on top of your client management and ensure accurate and organized communication with this convenient automation solution.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Contact
Update Contact in Mojo. A Contact_ID value is necessary. It can be retrieved from a New Contact, New Contact in Group or Contact Updated trigger or from the Create Contact in Group Action.
- Free forever for core features
- 14 day trial for premium features & apps