Mojo + PitBullTax Software
Create or update PitBullTax Software clients and prospects from new Mojo activities
Effortlessly keep your Mojo and PitBullTax Software records up to date with this seamless workflow. When a new activity takes place in Mojo, this automation will create or update a client or prospect in PitBullTax Software. Save time and eliminate manual data entry, ensuring your client information stays accurate and organized across both platforms.
Effortlessly keep your Mojo and PitBullTax Software records up to date with this seamless workflow. When a new activity takes place in Mojo, this automation will create or update a client or prospect in PitBullTax Software. Save time and eliminate manual data entry, ensuring your client information stays accurate and organized across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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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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