JobTread + Mojo
Create customers in JobTread from new activities in Mojo
Stay on top of your client interactions with this seamless automation. When a new activity occurs in the Mojo app, this workflow will create a customer in the JobTread app, ensuring that your contact information and engagement history remains up-to-date across both platforms. Keep your team in the loop and provide consistent client experiences with this efficient workflow.
Stay on top of your client interactions with this seamless automation. When a new activity occurs in the Mojo app, this workflow will create a customer in the JobTread app, ensuring that your contact information and engagement history remains up-to-date across both platforms. Keep your team in the loop and provide consistent client experiences with this efficient workflow.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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