Finaeo + Mojo

Finaeo + Mojo integrations

Create Finaeo contacts from new Mojo activities

Effortlessly manage your contacts between Mojo and Finaeo with this workflow. Whenever a new activity occurs in the Mojo app, a contact will be created in Finaeo, ensuring your data stays up-to-date across both platforms. Save time and streamline your client management process with this convenient automation.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create ContactTriggers when a new contact is created.
ActionWrite

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More things you can do with Mojo and Finaeo

Discover other triggers and actions you can use with Mojo and Finaeo

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- 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 Contact
Triggers when a new contact is created.
Trigger
Instant
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New Team Contact Note
Triggers when a new contact note is created for your team.
Trigger
Instant
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Updated Team Contact
Triggers when a contact is updated in your team.
Trigger
Instant
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- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
Action
Write
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
Action
Search
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
- Team ID
  Required
Action
Search

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- 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
New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
Action
Search
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
- Team ID
  Required
Action
Search

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

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CRM (Customer Relationship Management)

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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.