Update Clio contacts when new activities happen in Mojo
Effortlessly keep your contact information up-to-date with this seamless workflow between Mojo and Clio. When a new activity occurs in the Mojo app, it instantly updates the corresponding person's contact details in Clio. This way, you save time and ensure accurate communication with your clients by maintaining consistent and current contact information.
Effortlessly keep your contact information up-to-date with this seamless workflow between Mojo and Clio. When a new activity occurs in the Mojo app, it instantly updates the corresponding person's contact details in Clio. This way, you save time and ensure accurate communication with your clients by maintaining consistent and current contact information.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Person Contact
Updates an existing 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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