Mojo + PitBullTax Software
Update PitBullTax Software clients/prospects when Mojo contacts are updated
Keep your contacts' information up-to-date across Mojo and PitBullTax Software with this seamless automation. Whenever a contact is updated in Mojo, this workflow will create or update the client or prospect details in PitBullTax Software, ensuring consistency and accuracy in your records. Spend less time on manual data entry and focus on building strong relationships with your clients.
Keep your contacts' information up-to-date across Mojo and PitBullTax Software with this seamless automation. Whenever a contact is updated in Mojo, this workflow will create or update the client or prospect details in PitBullTax Software, ensuring consistency and accuracy in your records. Spend less time on manual data entry and focus on building strong relationships with your clients.
- 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!New or Update Client / Prospect
Creating a new client or updating an existing one
- Free forever for core features
- 14 day trial for premium features & apps
