Create or update EcoSend contacts when new clients are created in Moxie
Streamline your client management process with this efficient workflow. When a new client is added in Moxie, their details will be immediately created or updated in EcoSend. Save yourself from the hassle of manually transferring data and ensure that your EcoSend contact list is always up-to-date with your latest client information. This automation will help you keep your focus where it really counts - on growing your business.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Create or Update ContactCreate a new Contact or update the details on an existing Contact.
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More things you can do with Moxie and EcoSend
Discover other triggers and actions you can use with Moxie and EcoSend
- 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




