Mojo + Route the Service Platform

Mojo + Route the Service Platform integrations

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.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create ClientCreates a client.
ActionWrite

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More things you can do with Mojo and Route the Service Platform

Discover other triggers and actions you can use with Mojo and Route the Service Platform

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
Client Created
Triggers when a new client is created.
Trigger
Polling
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- Client Name
  Required
- Location Type
- Contact Name
- Contact Email
- Contact Phone
- Address
  Required
- Custom Info
Action
Write
- Client
  Required
- Location Name
- Address
  Required
- Contact Name
- Contact Email
- Contact Phone
- Location Type
- Notes
- Custom Info
Action
Write
- Name
- _id
Action
Search

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Location Created
Triggers when a new location is created.
Trigger
Polling
Try It
- Client ID
  Required
- Client Name
- Location Type
- Contact Name
- Contact Email
- Contact Phone
- Address
- Custom Info
Action
Write
- Client
  Required
- Location Name
- Address
  Required
- Contact Name
- Contact Email
- Contact Phone
- Location Type
- Notes
- Custom Info
Action
Write
- Name
- _id
Action
Search

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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Related categories

CRM (Customer Relationship Management)

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About Route the Service Platform

Walkthrough, bidding and proposal software for commercial cleaning companies.

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Related categories

Proposal & Invoice Management