Create Zoho Invoice contact persons for new Mojo contacts
Effortlessly maintain your contacts across Mojo and Zoho Invoice with this seamless automation. When a new contact is added in Mojo, this workflow will create a corresponding contact person in Zoho Invoice, ensuring you have consistent, up-to-date information in both platforms. Save time and stay organized, while focusing on what matters most - building strong relationships with your contacts.
Effortlessly maintain your contacts across Mojo and Zoho Invoice with this seamless automation. When a new contact is added in Mojo, this workflow will create a corresponding contact person in Zoho Invoice, ensuring you have consistent, up-to-date information in both platforms. Save time and stay organized, while focusing on what matters most - building strong relationships with your contacts.
- 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 Contact Person
Triggers when a new point of contact is added to an existing contact.
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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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