Cloze + Mojo
Create communications in Cloze for new activities in Mojo
Effortlessly track your interactions with clients by connecting Mojo and Cloze through this workflow. When new activity occurs in the Mojo app, this automation will create a communication in the Cloze app, ensuring every detail is documented and organized. Stay on top of your client relationships and streamline your process with this seamless connection between Mojo and Cloze.
Effortlessly track your interactions with clients by connecting Mojo and Cloze through this workflow. When new activity occurs in the Mojo app, this automation will create a communication in the Cloze app, ensuring every detail is documented and organized. Stay on top of your client relationships and streamline your process with this seamless connection between Mojo and Cloze.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Communication
Create a new communication record (email or call).
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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.
Try It
