Update ServiceM8 clients when Mojo contacts are updated
Easily keep your client information up-to-date between Mojo and ServiceM8 with this efficient workflow. Whenever a contact is updated in Mojo, this automation will create a new client in ServiceM8, ensuring accurate and consistent data across both platforms. Save time and stay organized by eliminating the need for manual data entry or duplicated work.
Easily keep your client information up-to-date between Mojo and ServiceM8 with this efficient workflow. Whenever a contact is updated in Mojo, this automation will create a new client in ServiceM8, ensuring accurate and consistent data across both platforms. Save time and stay organized by eliminating the need for manual data entry or duplicated work.
- When this happens...Contact 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.
- automatically do this!Create Client
Creates a new 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).
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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.
Try It