Mojo + Recurly
Create Recurly accounts for new Mojo activities
Effortlessly manage your customer accounts with this Mojo to Recurly workflow that streamlines your account creation process. When new activities occur in Mojo, this automation will create corresponding accounts in Recurly, ensuring your customer information is consistently up-to-date. Save valuable time and reduce the risk of manual errors with this simple yet powerful solution.
Effortlessly manage your customer accounts with this Mojo to Recurly workflow that streamlines your account creation process. When new activities occur in Mojo, this automation will create corresponding accounts in Recurly, ensuring your customer information is consistently up-to-date. Save valuable time and reduce the risk of manual errors with this simple yet powerful solution.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Account
Triggered when you add a new account.
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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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