Clio + Mojo
Update Clio contacts when new activities occur in Mojo
Keep your company contacts in Clio up to date with this seamless workflow. When a new activity occurs in Mojo, this automation will update the corresponding company contact in Clio, ensuring your records are always accurate. Save time and maintain an organized contact list by implementing this efficient process.
Keep your company contacts in Clio up to date with this seamless workflow. When a new activity occurs in Mojo, this automation will update the corresponding company contact in Clio, ensuring your records are always accurate. Save time and maintain an organized contact list by implementing this efficient process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Company Contact
Updates an existing company contact.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Mojo
Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.