Create new accounts in Badger Maps when new clients are created in Moxie
When a new client is added in your Moxie app, this workflow simplifies your process by automatically creating an account for them in your Badger Maps app. This seamless integration saves time and reduces the room for error in manual data entry. Assisting in efficient client management, use this workflow to streamline your operations and focus more on enhancing client experiences.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Create AccountCreates a new account.
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More things you can do with Moxie and Badger Maps
Discover other triggers and actions you can use with Moxie and Badger Maps
- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerInstant - Agreement Viewed
Triggers when a user views the proposal.
Try ItTriggerInstant - Client Deleted
Triggers when a client record is deleted in Moxie.
Try ItTriggerInstant - Task Created
Triggered when a Project Task is created
Try ItTriggerInstant
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItTriggerInstant - Client Created
Triggers when a new client is created in Moxie.
Try ItTriggerInstant - Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerInstant - Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerInstant




