Create new Little Green Light data when new clients are added in Moxie
When a new client is added in Moxie, streamline your workflow by importing their information into Little Green Light. This process is ideal for not-for-profits that want to quickly turn new clients into donors without the manual data entry hassles. It's a time-saving solution that readily keeps your fundraising efforts in line with your client base.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Import Constituent/Gift DataImport constituent and/or gift data
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More things you can do with Moxie and Little Green Light
Discover other triggers and actions you can use with Moxie and Little Green Light
- 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 - Task Created
Triggered when a Project Task is created
Try ItTriggerInstant
- 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 - Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerInstant - Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerInstant




