Mojo + QuickBooks Commerce
Create companies in QuickBooks Commerce for new contacts in Mojo
Effortlessly manage your contacts and financial data with this time-saving workflow. Whenever a new contact is added in Mojo, it will instantly create a company in QuickBooks Commerce. This keeps your client information and financial records connected seamlessly, allowing you to focus on growing your business.
Effortlessly manage your contacts and financial data with this time-saving workflow. Whenever a new contact is added in Mojo, it will instantly create a company in QuickBooks Commerce. This keeps your client information and financial records connected seamlessly, allowing you to focus on growing your business.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Company
Triggers when a new company is created.
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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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