Mojo + Zoho Billing
Create Zoho Billing customers from new Mojo activities
Streamline your customer management process by connecting Mojo and Zoho Billing. This workflow activates whenever there's a new activity in your Mojo app, instantly creating a new customer in Zoho Billing. Save time and stay organized by automating the information transfer between your sales activities and subscription billing platform.
Streamline your customer management process by connecting Mojo and Zoho Billing. This workflow activates whenever there's a new activity in your Mojo app, instantly creating a new customer in Zoho Billing. Save time and stay organized by automating the information transfer between your sales activities and subscription billing platform.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a new customer.
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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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