Mojo + Zoho Books
Create Zoho Books customers from new Mojo activities
Efficiently manage your client data and invoicing with this powerful workflow. When a new activity happens in your Mojo app, it will seamlessly create a new customer within your Zoho Books account. This way, you can ensure your contacts and financial records stay organized and updated, saving you time and effort in the long run.
Efficiently manage your client data and invoicing with this powerful workflow. When a new activity happens in your Mojo app, it will seamlessly create a new customer within your Zoho Books account. This way, you can ensure your contacts and financial records stay organized and updated, saving you time and effort in the long run.
- 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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