Mojo + Paymo
Create Paymo clients from new Mojo activities
Effortlessly manage your client list with this seamless workflow between Mojo and Paymo. Whenever there's a new activity in Mojo, this automation will create a new client in Paymo, ensuring your client database stays up-to-date and organized. Streamline your task management and focus on what matters most in your business.
Effortlessly manage your client list with this seamless workflow between Mojo and Paymo. Whenever there's a new activity in Mojo, this automation will create a new client in Paymo, ensuring your client database stays up-to-date and organized. Streamline your task management and focus on what matters most in your business.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
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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
