Mojo + Sage Accounting

Create new Sage Accounting customers from Mojo activities

Effortlessly track your Mojo activities and manage your clients in Sage Accounting with this automation. Whenever a new activity takes place in Mojo, a fresh customer will be created in Sage Accounting, ensuring you stay organized and focused on your tasks. Say goodbye to manual data entry and efficiently manage your client base by connecting Mojo and Sage Accounting in this easy-to-use workflow.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
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 Payment
Triggers when a new contact payment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
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New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Payment Reference
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Business NameRequired
- Notes
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Date
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUIDRequired
Action
Search
- Invoice Number or ReferenceRequired
Action
Search
- Service Code or DescriptionRequired
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Search or write
- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or ReferenceRequired
- DateRequired
- Invoice Number Prefix
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Search or write
- Service Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- 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 Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- DateRequired
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote Number Prefix
- Quote Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
Action
Search
- Invoice ReferenceRequired
Action
Search
- Product Code or DescriptionRequired
Action
Search
- Quote Number or ReferenceRequired
Action
Search
- NameRequired
Action
Search
- Invoice ReferenceRequired
Action
Search or write
- Product Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- Quote Number or ReferenceRequired
Action
Search or write
- NameRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

Accounting

Related Zap Templates

Update Sage Accounting customers when Mojo contacts are updated

Related Zap Templates

Update Sage Accounting customers when Mojo contacts are updated

Mojo + Sage Accounting

Create new Sage Accounting customers from Mojo activities

New Contact in Group

Contact Number Marked as "Bad Number"

Contact Updated

New Note

Create Contact in Calling List

Create Activity

New Contact Payment

New Customer

New Product

New Sales Quote

New Stock Item

Updated Product

Updated Sales Invoice

Updated Service

Create Contact Payment

Create Other Receipt/Money In

Update Contact

Create Product

Create Sales Quote

Create Stock Item

Update Product

Update Sales Invoice

Update Service

API Request (Beta)

Find Contact Payment

Find Contact

Find Sales Invoice

Find Service

Find or Create Create Contact Payment

Find or Create Customer Creation

Find or Create Sales Invoice

Find or Create Service

New Contact

Send Button Clicked

New Activity

Note Updated

Create Contact in Group

Update Contact

New Purchase Invoice

Updated Contact

New Sales Invoice

New Service

Updated Contact Payment

Updated Purchase Invoice

Updated Sales Quote

Updated Stock Item

Create Other Payment/Money Out

Create Purchase Invoice

Create Customer

Create Sales Invoice

Create Service

Update Contact Payment

Update Purchase Invoice

Update Sales Quote

Update Stock Item

Find Ledger Account

Find Purchase Invoice

Find Product

Find Sales Quote

Find Stock Item

Find or Create Create Purchase Invoice

Find or Create Product

Find or Create Create Sales Quote

Find or Create Stock Item

About Mojo

Related categories

Similar apps

Zapier Interfaces

About Sage Accounting

Related categories

Related Zap Templates

Related Zap Templates