FIN Compliance + Mojo

Create calendar tasks in FIN Compliance for new Mojo activities

Effortlessly manage tasks between Mojo and FIN Compliance with this seamless workflow. Whenever a new activity occurs in Mojo, this automation will swiftly create a corresponding calendar task in FIN Compliance. Stay on top of your tasks, ensuring timely completion and enhanced productivity, without the hassle of manual input.

Effortlessly manage tasks between Mojo and FIN Compliance with this seamless workflow. Whenever a new activity occurs in Mojo, this automation will swiftly create a corresponding calendar task in FIN Compliance. Stay on top of your tasks, ensuring timely completion and enhanced productivity, without the hassle of manual input.

  1. When this happens...
    MojoMojo
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    FIN ComplianceFIN Compliance
    Create Calendar Task

    Creates a new (blue) task in your FIN Compliance calendar

    ActionWrite
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Supported triggers and actions

fin-compliance logo
fin-compliance logo

About FIN Compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.

Related categories

  • Project Management
mojo logo
mojo logo

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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