ActiveCampaign + Moxie
Schedule meetings in Moxie and create or update contacts in ActiveCampaign
Ensure seamless data management between your Moxie and ActiveCampaign apps with this automated workflow. Whenever a meeting gets scheduled in Moxie, it triggers a process to create or update a contact in ActiveCampaign. This automation streamlines your interactions, enabling you to keep your contact list updated quickly and easily. Just schedule a meeting, and watch your ActiveCampaign contact list get refreshed in real-time.
Ensure seamless data management between your Moxie and ActiveCampaign apps with this automated workflow. Whenever a meeting gets scheduled in Moxie, it triggers a process to create or update a contact in ActiveCampaign. This automation streamlines your interactions, enabling you to keep your contact list updated quickly and easily. Just schedule a meeting, and watch your ActiveCampaign contact list get refreshed in real-time.
- When this happens...Meeting Scheduled
Triggers when a new meeting is scheduled
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try ItClient Deleted
Triggers when a client record is deleted in Hectic.
Try ItDeliverable Created
Triggered when a Project Task / Deliverable is created
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Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItClient Created
Triggers when a new client is created in Hectic.
Try ItClient Updated
Triggers when a client record is updated in Hectic.
Try ItDeliverable Deleted
Triggered when a Deliverable / Project Task is deleted
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