Create contacts in Zoho Invoice for new Mojo activities
Easily stay on top of new activity in your Mojo account by creating contacts in Zoho Invoice with this efficient workflow. Whenever there's a new activity in Mojo, a corresponding contact will be added to Zoho Invoice, ensuring your records are always up-to-date and helping you streamline your invoicing process. This automation takes care of contact management, so you can focus on growing your business.
Easily stay on top of new activity in your Mojo account by creating contacts in Zoho Invoice with this efficient workflow. Whenever there's a new activity in Mojo, a corresponding contact will be added to Zoho Invoice, ensuring your records are always up-to-date and helping you streamline your invoicing process. This automation takes care of contact management, so you can focus on growing your business.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create New Contact
Triggers when new contact 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.
Try It