Create tasks in FreeAgent from new Moxie invoices
Streamline your business process with this efficient workflow. When an invoice is dispatched using Moxie, an associated task is instantly created in FreeAgent. This correlation ensures immediate attention to sent invoices, maintaining your financial organization and propelling your business forward. Simplify your administrative duties with this beneficial automation, letting you focus more on business growth.
Streamline your business process with this efficient workflow. When an invoice is dispatched using Moxie, an associated task is instantly created in FreeAgent. This correlation ensures immediate attention to sent invoices, maintaining your financial organization and propelling your business forward. Simplify your administrative duties with this beneficial automation, letting you focus more on business growth.
- When this happens...Invoice Sent
Triggers when an invoice is sent in Hectic.
- automatically do this!Create Task
Triggers when a new task is added.
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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