Mojo + Nusii Proposals

Mojo + Nusii Proposals integrations

Update Nusii Proposals clients when Mojo contacts are modified

Maintain consistent client information across platforms with this workflow. When a contact is updated in Mojo, this automation ensures the corresponding client in Nusii Proposals is also updated, keeping your client data organized and accurate. Streamline your contact management process between Mojo and Nusii Proposals to save time and effort.

When this happens...
Contact UpdatedTriggers 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.
TriggerInstant
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Create ClientCreates a new client.
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More things you can do with Mojo and Nusii Proposals

Discover other triggers and actions you can use with Mojo and Nusii Proposals

- 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
Client Created
Triggers when a client is created.
Trigger
Instant
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Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Title of Proposal
  Required
- Client
- Client Email
- Document Section Title
- Prepared By
- Theme
- Template
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
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Charged
Triggers when a proposal is charged.
Trigger
Instant
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Proposal Rejected
Triggers when a proposal is rejected.
Trigger
Instant
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- Email
  Required
- Role
- First Name
  Required
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
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.

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Related categories

CRM (Customer Relationship Management)

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About Nusii Proposals

Nusii is an online proposal tool that helps you create, track and manage proposals for your creative business.

HelpHelp

Related categories

Proposal & Invoice Management