Mojo + PEP Cloud

Mojo + PEP Cloud integrations

Update PEP Cloud clients when Mojo contacts are updated

Maintain up-to-date client information effortlessly with this automation. Once set up, this workflow activates when a contact is updated in the Mojo app and immediately creates or updates a client in the PEP Cloud app. This seamless process ensures that your client records remain accurate and consistent across both platforms.

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
automatically do this!
Create or Update ClientCreates a new client or updates an existing client first based on email and then based on first and last name.
ActionWrite

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More things you can do with Mojo and PEP Cloud

Discover other triggers and actions you can use with Mojo and PEP Cloud

- Group
  Required
- Note
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- Group
  Required
- Note
Trigger
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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 new client is created.
Trigger
Instant
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eBid Lost
Triggers when an eBid is lost.
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Address1
- Address2
- City
- State
- Zipcode
- Country
- Phone
- Fax
- Cell
- Email
- Lead?
- Lead Source
- Color Dot Color
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
eBid Created
Triggers when an eBid is created.
Trigger
Instant
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eBid Won
Triggers when an eBid is won.
Trigger
Instant
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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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CRM (Customer Relationship Management)

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About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

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Related categories

Project Management