Gravity Forms + Moxie integrations
Turn new Gravity Forms submissions into Moxie clients
Easily streamline your client onboarding process with this workflow, connecting Gravity Forms to Moxie. When a new form submission is received in Gravity Forms, this automation will create a new client in the Moxie app. Say goodbye to manual data entry and focus on providing a seamless experience for your clients.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create ClientCreates a new client record in Hectic
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More things you can do with Gravity Forms and Moxie
Discover other triggers and actions you can use with Gravity Forms and Moxie
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- 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
- FormRequired
ActionWrite- 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
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.
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