Clio + Mojo
Automatically create Clio tasks for new Mojo activities
Effortlessly streamline your real estate tasks with this Mojo and Clio integration. Whenever a new activity occurs in Mojo, a task will be created in Clio, keeping your workflow organized and efficient. This automation helps you stay on top of your real estate work without the need for manual data entry, saving you time and ensuring accurate task management.
Effortlessly streamline your real estate tasks with this Mojo and Clio integration. Whenever a new activity occurs in Mojo, a task will be created in Clio, keeping your workflow organized and efficient. This automation helps you stay on top of your real estate work without the need for manual data entry, saving you time and ensuring accurate task management.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Task
Creates a new task.
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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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