Create clients in Route the Service Platform from new contacts in Mojo
Easily streamline your client onboarding process with this integration between Mojo and Route the Service Platform. Whenever you add a new contact in Mojo, this workflow will create a new client in Route the Service Platform, ensuring your contact information is updated and accessible in one central location. Save time and stay organized by connecting your favorite apps and automating this essential task.
Easily streamline your client onboarding process with this integration between Mojo and Route the Service Platform. Whenever you add a new contact in Mojo, this workflow will create a new client in Route the Service Platform, ensuring your contact information is updated and accessible in one central location. Save time and stay organized by connecting your favorite apps and automating this essential task.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Client
Creates a client.
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