Google Drive + Moxie
Create new Google Drive folders for each newly signed proposal in Moxie
Streamline your document organization by connecting Moxie and Google Drive. Each time a proposal is finalized and signed in Moxie, this workflow will promptly create a corresponding folder in Google Drive. This integrated process ensures your important documents are neatly organized and readily accessible, simplifying documentation management and giving you more time to concentrate on other tasks.
Streamline your document organization by connecting Moxie and Google Drive. Each time a proposal is finalized and signed in Moxie, this workflow will promptly create a corresponding folder in Google Drive. This integrated process ensures your important documents are neatly organized and readily accessible, simplifying documentation management and giving you more time to concentrate on other tasks.
- When this happens...Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
