Create clients in Invoice Ninja from new activities in Mojo
Effortlessly manage your billing process with this workflow that connects Mojo and Invoice Ninja. When a new activity occurs in Mojo, a client will be created in Invoice Ninja, streamlining your invoicing tasks and saving you valuable time. Stay organized and efficient by letting this automation handle your client creation needs.
Effortlessly manage your billing process with this workflow that connects Mojo and Invoice Ninja. When a new activity occurs in Mojo, a client will be created in Invoice Ninja, streamlining your invoicing tasks and saving you valuable time. Stay organized and efficient by letting this automation handle your client creation needs.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client
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GroupRequired
Note
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