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.
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 Created
Triggers when a new client is created in Hectic.
- automatically do this!Create Label
Triggers when you add a new label.
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Client 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 ItDeliverable Approval
Triggers when a new Deliverable is ready for client approval.
Try It