Create new Moxie clients from new Fillout Forms submissions
Boost your customer management process with this seamless workflow. When you receive a new submission in Fillout Forms, it initiates a process to create a new client in the Moxie app. This automation reduces data entry tasks and ensures all your client information is instantly updated and readily available in Moxie. Foster better client management without lifting a finger.
- When this happens...New SubmissionTriggers when a form receives a new submission.
- automatically do this!Create ClientCreates a new client record in Hectic
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More things you can do with Fillout Forms and Moxie
Discover other triggers and actions you can use with Fillout Forms and Moxie
- 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
- EmailsRequired
- Subject
- Message
- Form IDRequired
ActionWrite- 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




