Finaeo + Mojo

Create Finaeo contacts from new Mojo activities

Effortlessly manage your contacts between Mojo and Finaeo with this workflow. Whenever a new activity occurs in the Mojo app, a contact will be created in Finaeo, ensuring your data stays up-to-date across both platforms. Save time and streamline your client management process with this convenient automation.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It

New Team Contact Note
Triggers when a new contact note is created for your team.
Trigger
Instant
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Updated Team Contact
Triggers when a contact is updated in your team.
Trigger
Instant
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- TitleRequired
- DescriptionRequired
- Event DateRequired
- TypeRequired
- Contact IDRequired
Action
Write
- TitleRequired
- DescriptionRequired
- Event DateRequired
- TypeRequired
- Contact IDRequired
- Team IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact IDRequired
- Team IDRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Maiden Name
- Email
Action
Search
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
- Team IDRequired
Action
Search

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Sex
- EmailRequired
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
Action
Write
- First NameRequired
- Last NameRequired
- Sex
- EmailRequired
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Team IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact IDRequired
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
Action
Search
- First NameRequired
- Middle Name
- Last NameRequired
- Maiden Name
- Email
- Team IDRequired
Action
Search

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.