Create new Daftra clients from new Mojo contacts
Effortlessly streamline your client management process with this Mojo to Daftra workflow. When a new contact is added in Mojo, this automation creates a client entry in Daftra. Save time by eliminating manual data entry and ensure all your client information is up-to-date across both platforms.
Effortlessly streamline your client management process with this Mojo to Daftra workflow. When a new contact is added in Mojo, this automation creates a client entry in Daftra. Save time by eliminating manual data entry and ensure all your client information is up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add Client
Creates a new client
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