Mojo + vcita
Create new vcita clients from Mojo contacts for seamless management
Effortlessly maintain your client list with this Mojo to vcita automation. This workflow starts when a new contact is added in Mojo and instantly creates a client in your vcita account, ensuring your client list is always up-to-date and organized. Save time and keep your focus on providing excellent service to your clients.
Effortlessly maintain your client list with this Mojo to vcita automation. This workflow starts when a new contact is added in Mojo and instantly creates a client in your vcita account, ensuring your client list is always up-to-date and organized. Save time and keep your focus on providing excellent service to your clients.
- 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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