monday.com + Moxo
Create or update Moxo clients from new items in your monday.com board
This workflow initiates when a new item gets added to your board in monday.com, promptly creating or updating a client profile in Moxo. This process ensures your client data in Moxo always has the latest information from your monday.com activities. It's an efficient way to manage and streamline your client communication, saving you time and reducing the possibilities of manual errors.
This workflow initiates when a new item gets added to your board in monday.com, promptly creating or updating a client profile in Moxo. This process ensures your client data in Moxo always has the latest information from your monday.com activities. It's an efficient way to manage and streamline your client communication, saving you time and reducing the possibilities of manual errors.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create or Update Client
Updates an existing client or creates a new one if that client doesn't already exist.
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