Clio + Mojo
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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