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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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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