FreeAgent + Moxie
Create new FreeAgent contacts for every new Moxie client created
When a new client is added on your Moxie platform, this workflow assists in seamlessly exchanging information by creating a corresponding contact in your FreeAgent app. This efficient automation saves time and effort, reducing the chances of manual errors while ensuring your client data remains consistent across both platforms. Benefit from a streamlined process, keeping your contact management robust and up-to-date.
When a new client is added on your Moxie platform, this workflow assists in seamlessly exchanging information by creating a corresponding contact in your FreeAgent app. This efficient automation saves time and effort, reducing the chances of manual errors while ensuring your client data remains consistent across both platforms. Benefit from a streamlined process, keeping your contact management robust and up-to-date.
- When this happens...Client Created
Triggers when a new client is created in Hectic.
- automatically do this!Create Contact
Triggers when you add a new contact.
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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
