Mojo + Practice Better
Add new Mojo contacts as clients in Practice Better seamlessly
Easily manage and organize your client information by connecting Mojo and Practice Better with this automation. Whenever a new contact is added in Mojo, this workflow will create and add a client in Practice Better. Save time and streamline your client management process by setting up this seamless integration.
Easily manage and organize your client information by connecting Mojo and Practice Better with this automation. Whenever a new contact is added in Mojo, this workflow will create and add a client in Practice Better. Save time and streamline your client management process by setting up this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add Client
Add a new client to your account.
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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
