Create invoices in FreshBooks for updated contacts in Mojo
Keep your financial records up-to-date with this workflow that ensures accurate FreshBooks invoices whenever a contact's details change in Mojo. By modifying a contact in Mojo, the automation takes care of creating an updated invoice in FreshBooks, guaranteeing precise and consistent billing information. Save time, simplify your invoicing process, and reduce manual data entry errors in your business administration with this seamless integration.
Keep your financial records up-to-date with this workflow that ensures accurate FreshBooks invoices whenever a contact's details change in Mojo. By modifying a contact in Mojo, the automation takes care of creating an updated invoice in FreshBooks, guaranteeing precise and consistent billing information. Save time, simplify your invoicing process, and reduce manual data entry errors in your business administration with this seamless integration.
- When this happens...Contact 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.
- automatically do this!Create Invoice
Creates an Invoice.
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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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