Mojo + ServeManager
Create ServeManager court cases from new Mojo contacts
Effortlessly manage your legal cases by connecting Mojo and ServeManager. With this automation workflow, every time you add a new contact in the Mojo app, it will create a court case in ServeManager, ensuring that important information is transferred seamlessly between apps. Save time and maintain accuracy by streamlining your case management process.
Effortlessly manage your legal cases by connecting Mojo and ServeManager. With this automation workflow, every time you add a new contact in the Mojo app, it will create a court case in ServeManager, ensuring that important information is transferred seamlessly between apps. Save time and maintain accuracy by streamlining your case management process.
- 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 Court Case
Creates a Court Case.
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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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