Moxie + Reachinbox
Create new clients in Moxie for every new event in Reachinbox
When a new event takes place in Reachinbox, this workflow enables the creation of a new client in Moxie. By employing this automation, you ensure a seamless transition of data from one app to another, eliminating manual data entry and freeing up your time to focus on more pressing tasks. This effective solution aids in better client management and keeps your processes consistently aligned.
When a new event takes place in Reachinbox, this workflow enables the creation of a new client in Moxie. By employing this automation, you ensure a seamless transition of data from one app to another, eliminating manual data entry and freeing up your time to focus on more pressing tasks. This effective solution aids in better client management and keeps your processes consistently aligned.
- When this happens...New Event
Triggers when activity occurs in your ReachInbox workspace. This could be an email sent, reply received, email opened or email bounced.
- automatically do this!Create Client
Creates a new client record in Hectic
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CampaignRequired
EventsRequired
Try ItCampaign SelectionRequired
Email AddressRequired
Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try It
Campaign SelectionRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or complete
Email AddressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Camapign SelectionRequired
Email addressRequired
New StatusRequired
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItClient Created
Triggers when a new client is created in Moxie.
Try It
