Katana + Mojo
Create Katana customers from new Mojo activities
Effortlessly manage customer data and streamline your workflow between Mojo and Katana. With this integration, when a new activity occurs in Mojo, the process instantly creates a customer in Katana, ensuring efficient and up-to-date tracking of your clients. Capture crucial information and maintain seamless business operations with this time-saving solution.
Effortlessly manage customer data and streamline your workflow between Mojo and Katana. With this integration, when a new activity occurs in Mojo, the process instantly creates a customer in Katana, ensuring efficient and up-to-date tracking of your clients. Capture crucial information and maintain seamless business operations with this time-saving solution.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a customer.
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GroupRequired
Note
Try ItGroupRequired
Try ItContact 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.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It
