Mojo + PEP Cloud
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.
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 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.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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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.
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