GoProposal + Moxie
Create new Moxie clients from newly created GoProposal proposals
Streamline your client onboarding process with this efficient workflow. When a new proposal is generated in GoProposal, it instantly creates a client in Moxie. This automation not only saves time but also ensures accurate data transfer between the systems. So you can focus more on strategic tasks rather than manual data entry.
Streamline your client onboarding process with this efficient workflow. When a new proposal is generated in GoProposal, it instantly creates a client in Moxie. This automation not only saves time but also ensures accurate data transfer between the systems. So you can focus more on strategic tasks rather than manual data entry.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Create Client
Creates a new client record in Hectic
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- 14 day trial for premium features & apps
About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
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About Moxie
Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.
