Create Moxo clients from new Gravity Forms submissions
Effortlessly streamline your client onboarding process with this automation that connects Gravity Forms to Moxo. When a new form submission is received in Gravity Forms, a new client will be created in Moxo, saving you time and manual data entry. Improve your productivity while ensuring accurate client information is captured and stored in your CRM.
Effortlessly streamline your client onboarding process with this automation that connects Gravity Forms to Moxo. When a new form submission is received in Gravity Forms, a new client will be created in Moxo, saving you time and manual data entry. Improve your productivity while ensuring accurate client information is captured and stored in your CRM.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Client
Creates a new client user.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Use Admin Field Labels?
Try ItFormRequired
Reference ID
Pre-configured Payload Info
Try ItXero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try It
FormRequired
Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Try ItTrigger Identifier
Try ItSpecify the way to locate Flow WorkspaceRequired
Whether to use Content Library Template?
Step Reference ID
Is it to add step to the end of flow?
Step Description
Due in Days
Assignee EmailRequired
Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees