Harvest + Mojo
Create clients in Harvest from new activities in Mojo
Effortlessly streamline your project management and client billing with this automation that connects Mojo and Harvest. When new activity occurs in Mojo, the workflow creates a client in Harvest, reducing manual data entry and keeping your client information up-to-date. Save time and improve productivity by utilizing this seamless integration.
Effortlessly streamline your project management and client billing with this automation that connects Mojo and Harvest. When new activity occurs in Mojo, the workflow creates a client in Harvest, reducing manual data entry and keeping your client information up-to-date. Save time and improve productivity by utilizing this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- 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).
Try It
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.
Try It
