Create individual contacts in Actionstep for new messages received in Moneypenny
Effortlessly manage your contacts with this seamless workflow. When you receive a message in the Moneypenny app, this automation will create an individual contact in the Actionstep app, ensuring your contact list stays up-to-date. Save time and maintain an organized contact database without the hassle of manual entry.
Effortlessly manage your contacts with this seamless workflow. When you receive a message in the Moneypenny app, this automation will create an individual contact in the Actionstep app, ensuring your contact list stays up-to-date. Save time and maintain an organized contact database without the hassle of manual entry.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create Individual Contact
Creates an individual contact.
- Free forever for core features
- 14 day trial for premium features & apps