IRIS KashFlow + Mojo
Create/update IRIS KashFlow customers from new Mojo activities
Effortlessly maintain your customer data between Mojo and IRIS KashFlow with this seamless workflow. Whenever a new activity occurs in Mojo, it instantly updates or creates a customer entry in IRIS KashFlow, ensuring your records are always up-to-date. Save time and improve data accuracy with this powerful automation.
Effortlessly maintain your customer data between Mojo and IRIS KashFlow with this seamless workflow. Whenever a new activity occurs in Mojo, it instantly updates or creates a customer entry in IRIS KashFlow, ensuring your records are always up-to-date. Save time and improve data accuracy with this powerful automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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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
