Tag new Moxie clients in Simplero for easy contact management
Create a smooth workflow between your Moxie and Simplero apps and enhance user engagement with efficiency. each time a new client is added to Moxie, this automation will make sure their details are flawlessly tagged to an existing contact in Simplero. This allows for quicker processing and better management of your contact list, freeing up time for you to focus on more crucial tasks.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Tag Existing ContactAdds a tag to an existing contact.
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More things you can do with Moxie and Simplero
Discover other triggers and actions you can use with Moxie and Simplero
- 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
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- 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
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