Mojo + PitBullTax Software
Update PitBullTax Software clients/prospects when Mojo contacts are updated
Keep your contacts' information up-to-date across Mojo and PitBullTax Software with this seamless automation. Whenever a contact is updated in Mojo, this workflow will create or update the client or prospect details in PitBullTax Software, ensuring consistency and accuracy in your records. Spend less time on manual data entry and focus on building strong relationships with your clients.
Keep your contacts' information up-to-date across Mojo and PitBullTax Software with this seamless automation. Whenever a contact is updated in Mojo, this workflow will create or update the client or prospect details in PitBullTax Software, ensuring consistency and accuracy in your records. Spend less time on manual data entry and focus on building strong relationships with your clients.
- 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!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).
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
