Effortlessly integrate Mojo and Clio by automatically updating person contacts in Clio with every new contact in Mojo
Efficiently manage your contacts by connecting Mojo and Clio with this workflow. When you create a new contact in Mojo, their information will be instantly updated in Clio, ensuring your records remain consistent across platforms. Streamline your contact management process and keep your team focused on the most important tasks.
Efficiently manage your contacts by connecting Mojo and Clio with this workflow. When you create a new contact in Mojo, their information will be instantly updated in Clio, ensuring your records remain consistent across platforms. Streamline your contact management process and keep your team focused on the most important tasks.
- 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 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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