Create drafts in Gmail for new clients created in Moxie
Streamline your client communication with this efficient workflow. As soon as a new client is added on Moxie, it sets to work by creating a draft email in your Gmail account. This automation aids you in keeping your communication timely and organized, allowing you to focus on providing top-notch service to your new clients.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Create DraftCreate a draft email message.
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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







