Mojo + Route the Service Platform
Create clients in Route the Service Platform from new contacts in Mojo
Easily streamline your client onboarding process with this integration between Mojo and Route the Service Platform. Whenever you add a new contact in Mojo, this workflow will create a new client in Route the Service Platform, ensuring your contact information is updated and accessible in one central location. Save time and stay organized by connecting your favorite apps and automating this essential task.
Easily streamline your client onboarding process with this integration between Mojo and Route the Service Platform. Whenever you add a new contact in Mojo, this workflow will create a new client in Route the Service Platform, ensuring your contact information is updated and accessible in one central location. Save time and stay organized by connecting your favorite apps and automating this essential task.
- 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 Client
Creates a client.
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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
