Clio + Mojo
Create new Clio contacts from Mojo activities in real-time
Effortlessly maintain a consistent contacts database across your Mojo and Clio apps with this automation. When new activity occurs in Mojo, a person contact is created in Clio, saving you time and eliminating the need for manual entry or double-checking for accuracy. Keep your contacts up-to-date and streamline your workflow with this seamless integration.
Effortlessly maintain a consistent contacts database across your Mojo and Clio apps with this automation. When new activity occurs in Mojo, a person contact is created in Clio, saving you time and eliminating the need for manual entry or double-checking for accuracy. Keep your contacts up-to-date and streamline your workflow with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Person Contact
Creates a 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).
Try It
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.
Try It
