FIN Compliance + Mojo

FIN Compliance + Mojo integrations

Create calendar tasks in FIN Compliance for new Mojo activities

Effortlessly manage tasks between Mojo and FIN Compliance with this seamless workflow. Whenever a new activity occurs in Mojo, this automation will swiftly create a corresponding calendar task in FIN Compliance. Stay on top of your tasks, ensuring timely completion and enhanced productivity, without the hassle of manual input.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create Calendar TaskCreates a new (blue) task in your FIN Compliance calendar
ActionWrite

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More things you can do with Mojo and FIN Compliance

Discover other triggers and actions you can use with Mojo and FIN Compliance

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
Try It
- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Compliance Calendar Task
Triggers when a new task is added in your FIN Compliance calendar.
Trigger
Polling
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- Task Title
  Required
- Description
  Required
- Start Date
  Required
- Completed
  Required
Action
Write

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Task Name
  Required
- Start Date
  Required
- Description
  Required
- Completed
  Required
Action
Write

About FIN Compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.

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Related categories

Project Management

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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Related categories

CRM (Customer Relationship Management)

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