involve.me + Moxie integrations
Create Moxie clients from new completed involve.me submissions
Easily streamline your client onboarding process with this seamless workflow between involve.me and Moxie. Whenever a new completed submission occurs in involve.me, a client will be created in Moxie, ensuring your client database stays organized and up-to-date. Save time and reduce manual data entry while keeping your client information centralized and accessible.
- When this happens...New Completed SubmissionTriggers when a participant completes a submission in your funnel.
- automatically do this!Create ClientCreates a new client record in Hectic
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More things you can do with involve.me and Moxie
Discover other triggers and actions you can use with involve.me and Moxie
- involve.me FunnelRequired
Try ItTriggerInstant- OrganizationRequired
- EmailRequired
- TagRequired
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
- OrganizationRequired
- EmailRequired
ActionWrite- OrganizationRequired
- EmailRequired
- TagRequired
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
involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
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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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