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Mojo + Solo

Mojo + Solo

Mojo + Solo integrations

Create new Solo customers from Mojo activities

Effortlessly streamline your client management process with this Mojo and Solo integration. When a new activity occurs in Mojo, this workflow creates a customer in Solo, ensuring your client information remains current and easily accessible. Simplify your customer management tasks and save time with this seamless automation.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create CustomerCreates a Customer
ActionWrite

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More things you can do with Mojo and Solo

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

- 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
- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Password
  Required
- Company Id
- Timezone Id
  Required
- SMS Opt-in
  Required
- Liscense Number
Action
Write
- Proposal Id
  Required
- Company Id
  Required
Action
Write
- User Id
  Required
- First Name
- Last Name
- Phone Number
- Email
- Password
- Timezone Id
- SMS Opt-in
- Liscense Number
Action
Write
- Attributes
Action
Search
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Attributes
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
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- Company Id
Trigger
Instant
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- User Id
- User Email
- Installer Company Id
- Lead Number
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Phone
  Required
- Annual Usage
  Required
- Utility Company
  Required
- Offset
- Notes
- Lat
- Lon
- Utility Id
- Request Proposal Manually
- Setter Id
- Appointment Date
- External Appointment Id/Acuity Id (optional feature)
- Usage Bill Url
- Skyline Realtime
- Proposal Type
- Company Custom
- Company Id
Action
Write
- Customer Id
  Required
- Company Id
  Required
Action
Write
- Company Id
- Customer ID
  Required
- Installer Company ID
  Required
- Lead Number
- Email
- First Name
- Last Name
- Address
- City
- State
- Zip
- Phone
- Utility Company
- Offset
- Lat
- Lon
- Utility ID
- Appointment Date
- Setter ID
- Acuity ID (optional feature)
Action
Write
- Attributes
- Offset
- Limit
- Id
- Phone
- Email
- State
- Company Id
Action
Search
- Attributes
Action
Search
- Attributes
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Id
Action
Search

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Solo customers from new Mojo contacts

Related Zap Templates

Create new Solo customers from new Mojo contacts