Create new Simplero purchases for Mojo activities
Effortlessly manage your customer transactions with this automation. When a new activity occurs in Mojo, this workflow will also add a purchase in Simplero, saving you time and streamlining your sales process. With this seamless connection between the Mojo app and Simplero, you can boost your productivity and improve customer satisfaction.
Effortlessly manage your customer transactions with this automation. When a new activity occurs in Mojo, this workflow will also add a purchase in Simplero, saving you time and streamlining your sales process. With this seamless connection between the Mojo app and Simplero, you can boost your productivity and improve customer satisfaction.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Purchase
Will be fired whenever a new purchase is made in Simplero.
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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).
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