Turn new Mojo activities into PHC GO customers
Stay organized and efficient by linking your Mojo app with PHC GO. With this workflow, whenever a new activity is added in Mojo, a customer will be created in PHC GO. Streamline your processes by ensuring your two apps communicate seamlessly. Keep accurate records and save time manually transferring information between platforms.
Stay organized and efficient by linking your Mojo app with PHC GO. With this workflow, whenever a new activity is added in Mojo, a customer will be created in PHC GO. Streamline your processes by ensuring your two apps communicate seamlessly. Keep accurate records and save time manually transferring information between platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Triggers when a new customer is created or updated in the PHC GO software.
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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