Mojo + Senta

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.

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 a New ClientCreate a new client in Senta
ActionWrite

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More things you can do with Mojo and Senta

Discover other triggers and actions you can use with Mojo and Senta

- 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
New Client Added
Triggers when a new client is added in Senta.
Trigger
Instant
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Job Cancelled
Triggers when a job is cancelled in Senta.
Trigger
Instant
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Job Created
Triggers when a job is created in Senta.
Trigger
Instant
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Job Becomes Ready
Triggers when a job becomes ready in Senta.
Trigger
Instant
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Time Record Created
Triggers when a time record is created in Senta.
Trigger
Instant
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- ClientName
  Required
- ProposalId
  Required
- ContactName
  Required
- ContactEmail
  Required
- ServiceName
- ServicePrice
- ProposalValue
- ProposalTags
- ProposalName
Action
Write
- Client Id
  Required
- Note
  Required
Action
Write
- Keywords
  Required
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
Client Updated in Senta
Triggers when a client is updated in Senta.
Trigger
Instant
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Job Completed
Triggers when a job is completed in Senta.
Trigger
Instant
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Job Becomes Overdue
Triggers when a job becomes overdue in Senta.
Trigger
Instant
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Job Updated
Triggers when a job is updated in Senta.
Trigger
Instant
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Time Record Updated
Triggers when a time record is updated in Senta.
Trigger
Instant
Try It
Create a New Client
Create a new client in Senta
Action
Write
- Client Id
  Required
Action
Write
- Keywords
  Required
Action
Search or write

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 Senta

Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

Learn moreLearn moreHelpHelp

Related categories

Accounting