Mojo + Moneybird
Create sales invoices in Moneybird for new Mojo activities
Keep track of your Mojo activities and seamlessly create sales invoices in Moneybird with this efficient workflow. Whenever a new activity occurs in Mojo, an invoice will be generated in Moneybird, saving you the time and effort of manually transferring data between the two platforms. Stay organized and ensure that your finances are always up to date with this streamlined process.
Keep track of your Mojo activities and seamlessly create sales invoices in Moneybird with this efficient workflow. Whenever a new activity occurs in Mojo, an invoice will be generated in Moneybird, saving you the time and effort of manually transferring data between the two platforms. Stay organized and ensure that your finances are always up to date with this streamlined process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Sales Invoice
Triggers when a new sales invoice is created.
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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
