Mojo + Square
Create Square customers from new Mojo contacts
Easily streamline your contact management process with this automation between Mojo and Square. Whenever a New Contact is added in Mojo, this workflow will automatically create a new customer in Square. This ensures that your customer information is always up-to-date in both systems, reducing manual entry and keeping your databases aligned.
Easily streamline your contact management process with this automation between Mojo and Square. Whenever a New Contact is added in Mojo, this workflow will automatically create a new customer in Square. This ensures that your customer information is always up-to-date in both systems, reducing manual entry and keeping your databases aligned.
- 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 Customer
Triggers when a new customer is created.
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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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