Clio + Mojo
Update Clio matters when Mojo contacts are modified
Streamline your client management process with this efficient workflow between Mojo and Clio. When a contact is updated in Mojo, this automation ensures the contact information is also updated in Clio, keeping your client data current and easily accessible. Save time and maintain organization with this seamless integration between your sales and legal management tools.
Streamline your client management process with this efficient workflow between Mojo and Clio. When a contact is updated in Mojo, this automation ensures the contact information is also updated in Clio, keeping your client data current and easily accessible. Save time and maintain organization with this seamless integration between your sales and legal management tools.
- 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!Create Matter
Creates a new matter.
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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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