More Good Reviews + Moxie
Create or update More Good Reviews customers when new Moxie projects are completed
Streamline your task management process with this workflow. When a project reaches completion in Moxie, it concurrently updates or generates the corresponding customer details in More Good Reviews. This allows you to keep customer information accurate and updated without any extra effort. Use this workflow to maintain an organized and accurate record of all customers related to completed projects.
Streamline your task management process with this workflow. When a project reaches completion in Moxie, it concurrently updates or generates the corresponding customer details in More Good Reviews. This allows you to keep customer information accurate and updated without any extra effort. Use this workflow to maintain an organized and accurate record of all customers related to completed projects.
- When this happens...Project Completed
Triggers when a project is set to "complete" in Hectic.
- automatically do this!Create or Update a Customer
Creates or updates a customer.
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Client Created
Triggers when a new client is created in Hectic.
Try ItClient Updated
Triggers when a client record is updated in Hectic.
Try ItDeliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Try ItDeliverable Approval
Triggers when a new Deliverable is ready for client approval.
Try It
