Mojo + PEP Cloud
Update PEP Cloud clients when Mojo contacts are updated
Maintain up-to-date client information effortlessly with this automation. Once set up, this workflow activates when a contact is updated in the Mojo app and immediately creates or updates a client in the PEP Cloud app. This seamless process ensures that your client records remain accurate and consistent across both platforms.
Maintain up-to-date client information effortlessly with this automation. Once set up, this workflow activates when a contact is updated in the Mojo app and immediately creates or updates a client in the PEP Cloud app. This seamless process ensures that your client records remain accurate and consistent across both platforms.
- When this happens...Contact 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.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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