Mojo + ServiceM8
Create new ServiceM8 clients from new Mojo contacts
Effortlessly manage your contacts and clients with this seamless workflow between Mojo and ServiceM8. Whenever a new contact is added in Mojo, this automation will create a client in ServiceM8, keeping your client list updated and organized. Save time and maintain consistency by letting this integration handle the data transfer for you.
Effortlessly manage your contacts and clients with this seamless workflow between Mojo and ServiceM8. Whenever a new contact is added in Mojo, this automation will create a client in ServiceM8, keeping your client list updated and organized. Save time and maintain consistency by letting this integration handle the data transfer for you.
- 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 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.
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