Create integrations between Mobilo Card and Moxie to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try It - New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try It - Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try It - Client Created
Triggers when a new client is created in Hectic.
Try It
- New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try It - Agreement Sent
Triggers when a proposal is sent either via link or email.
Try It - Agreement Viewed
Triggers when a user views the proposal.
Try It - Client Deleted
Triggers when a client record is deleted in Hectic.
Try It