Create new Moxo clients from new Mojo contacts
Effortlessly manage your contacts and clients with this automation between Mojo and Moxo. When a new contact is added in Mojo, this workflow will instantly create a client in Moxo, streamlining the process and saving valuable time. Say goodbye to manually transferring contact information and focus on nurturing your client relationships instead.
Effortlessly manage your contacts and clients with this automation between Mojo and Moxo. When a new contact is added in Mojo, this workflow will instantly create a client in Moxo, streamlining the process and saving valuable time. Say goodbye to manually transferring contact information and focus on nurturing your client relationships instead.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Client
Creates a new client user.
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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).
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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