Harvest + Mojo
Create Harvest clients from updated Mojo contacts
Effortlessly keep client information consistent between Mojo and Harvest with this automated workflow. When a contact is updated in Mojo, it simultaneously creates a new client in Harvest, saving you time and ensuring up-to-date data. Experience a streamlined client management process with this seamless integration.
Effortlessly keep client information consistent between Mojo and Harvest with this automated workflow. When a contact is updated in Mojo, it simultaneously creates a new client in Harvest, saving you time and ensuring up-to-date data. Experience a streamlined client management process 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 Client
Creates a Client
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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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