Gmail + Moxie integrations
Create Gmail labels for new Moxie clients
This workflow begins when a new client is added in Moxie. Using an automation, it generates a new label in Gmail, helping you keep your email organized for each new client that you onboard. Simplify your client management process and ensure your emails are always accessible when needed.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Create LabelTriggers when you add a new label.
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More things you can do with Moxie and Gmail
Discover other triggers and actions you can use with Moxie and Gmail
- 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
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.
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