Capsule CRM + Moxo
Create new contacts in Capsule CRM when updates flow in Moxo
Streamline your contact management process with this efficient workflow. Whenever there are updates in Moxo, new contacts are instantly created in Capsule CRM. This automation eases the process of contact creation, ensuring that your Capsule CRM is always up-to-date with Moxo, saving you time and maintaining consistent data across your apps.
Streamline your contact management process with this efficient workflow. Whenever there are updates in Moxo, new contacts are instantly created in Capsule CRM. This automation eases the process of contact creation, ensuring that your Capsule CRM is always up-to-date with Moxo, saving you time and maintaining consistent data across your apps.
- When this happens...Flow Updates
Triggers when a flow or any of its steps is started, completed, or due_date_arrive.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Try ItTrigger Identifier
Try ItSpecify the way to locate Flow WorkspaceRequired
Whether to use Content Library Template?
Step Reference ID
Is it to add step to the end of flow?
Step Description
Due in Days
Assignee EmailRequired
Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Step Reference IDRequired
Reference ID
Pre-configured Payload Info
Try ItXero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItInvite Explain
Conversation IDRequired
Member EmailRequired
Create New Relationship?Required
Client First NameRequired
Client Last NameRequired
Client EmailRequired
Display User ID
Rm Explain
Account ManagersRequired
