Create new Senta clients from Mojo contacts for seamless management
Easily manage your new contacts in Mojo by automatically creating new clients in Senta with this seamless workflow. Once a new contact is added in Mojo, a corresponding client will be created in Senta, ensuring a streamlined process and efficient client management. This simple automation saves you time and keeps your contact data up-to-date across both platforms.
Easily manage your new contacts in Mojo by automatically creating new clients in Senta with this seamless workflow. Once a new contact is added in Mojo, a corresponding client will be created in Senta, ensuring a streamlined process and efficient client management. This simple automation saves you time and keeps your contact data up-to-date across both platforms.
- 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 a New Client
Create a new client in Senta
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GroupRequired
Note
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