Mojo + Zoho Invoice
Create new Zoho Invoice contact persons from Mojo activities
Effortlessly maintain up-to-date contacts with this efficient Mojo to Zoho Invoice workflow. When new activity takes place in the Mojo app, a corresponding contact person is created in Zoho Invoice, ensuring seamless and accurate record-keeping across both platforms. Free up your time for more pressing tasks by letting this automation keep your contact lists in sync.
Effortlessly maintain up-to-date contacts with this efficient Mojo to Zoho Invoice workflow. When new activity takes place in the Mojo app, a corresponding contact person is created in Zoho Invoice, ensuring seamless and accurate record-keeping across both platforms. Free up your time for more pressing tasks by letting this automation keep your contact lists in sync.
- When this happens...New Activity
Triggers when a new activity is created.
- 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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