Mojo + NMI Merchant Central

Create new leads in NMI Merchant Central for new contacts in Mojo

Effortlessly manage your sales leads by connecting Mojo and NMI Merchant Central. With this workflow, when you add a new contact in the Mojo app, it will create a new lead in the NMI Merchant Central app, ensuring your customer information is always up-to-date and easily accessible for your team. Save time and streamline your sales process with this seamless integration.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create New LeadCreate a new lead.
ActionWrite

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More things you can do with Mojo and NMI Merchant Central

Discover other triggers and actions you can use with Mojo and NMI Merchant Central

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About NMI Merchant Central

NMI Merchant Central is a payments CRM that helps you manage the full merchant lifecycle -from lead to onboarding, reporting & support- in one unified platform

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

Related Zap Templates

Create new NMI Merchant Central leads from new Mojo activities

Related Zap Templates

Create new NMI Merchant Central leads from new Mojo activities