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.
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...
- automatically do this!Create Client
Creates a new client record in Hectic
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