Clio + Mojo
Create new matters in Clio for new contacts in Mojo, simplifying client management
Effortlessly manage your contacts and legal matters with this seamless workflow between Mojo and Clio. When a new contact is added in Mojo, a corresponding matter will be created in Clio, ensuring all essential information is readily available in both platforms. This not only saves time, but also minimizes the risk of manual data entry errors, allowing you to focus on providing top-notch legal services.
Effortlessly manage your contacts and legal matters with this seamless workflow between Mojo and Clio. When a new contact is added in Mojo, a corresponding matter will be created in Clio, ensuring all essential information is readily available in both platforms. This not only saves time, but also minimizes the risk of manual data entry errors, allowing you to focus on providing top-notch legal services.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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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