Clio + Mojo
Update Clio contacts when Mojo contacts are modified
Effortlessly keep your contacts up-to-date across Mojo and Clio with this seamless workflow. Whenever a contact is updated in Mojo, this automation will create a person contact in Clio, ensuring your contact information is always current and accessible in both platforms. Streamline your contact management process, increase efficiency, and focus on more important tasks.
Effortlessly keep your contacts up-to-date across Mojo and Clio with this seamless workflow. Whenever a contact is updated in Mojo, this automation will create a person contact in Clio, ensuring your contact information is always current and accessible in both platforms. Streamline your contact management process, increase efficiency, and focus on more important tasks.
- 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!Create Person Contact
Creates a person contact.
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GroupRequired
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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