Clio + Mojo
Update Clio company contacts when Mojo contacts are updated
Keep your Mojo and Clio contacts up to date with this seamless workflow. Whenever a contact is updated in Mojo, this automation will ensure the corresponding company contact in Clio is also updated, saving you time and ensuring consistent information across both platforms. Simplify your contact management and maintain accurate records with this time-saving integration.
Keep your Mojo and Clio contacts up to date with this seamless workflow. Whenever a contact is updated in Mojo, this automation will ensure the corresponding company contact in Clio is also updated, saving you time and ensuring consistent information across both platforms. Simplify your contact management and maintain accurate records with this time-saving integration.
- 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!Update Company Contact
Updates an existing company 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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