Create or update Brevo contacts whenever new clients are added in Moxie
Streamline your client management process with this efficient workflow. When a new client is added in your Moxie app, their details get updated or added seamlessly into the Brevo app. This automation ensures accurate and timely data transfer between the two platforms, saving you considerable time and reducing the risk of errors. You can now focus more on delivering excellent service to your clients while leaving the data management to this reliable workflow.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!(Deprecated) Add or Update ContactThis action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
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More things you can do with Moxie and Brevo
Discover other triggers and actions you can use with Moxie and Brevo
- 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
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- 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




