Badger Maps + Moxie
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 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 Created
Triggers when a new client is created in Hectic.
- automatically do this!Create Account
Creates a new account.
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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
Try It
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
Try It
