Create Moxo clients from new Instapage form submissions
Easily streamline your client onboarding process with this Instapage and Moxo workflow. Whenever a new form is submitted in Instapage, a new client is created in Moxo, saving you valuable time and ensuring a seamless transition. Say goodbye to manual data entry and hello to increased efficiency, letting you focus on client satisfaction and growing your business.
Easily streamline your client onboarding process with this Instapage and Moxo workflow. Whenever a new form is submitted in Instapage, a new client is created in Moxo, saving you valuable time and ensuring a seamless transition. Say goodbye to manual data entry and hello to increased efficiency, letting you focus on client satisfaction and growing your business.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Client
Creates a new client user.
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PageRequired
Help Text
Try ItReference ID
Pre-configured Payload Info
Try ItXero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItInvite Explain
Conversation IDRequired
Member EmailRequired
Create New Relationship?Required
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
Step Reference IDRequired