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Moxie + SmartSuite

Moxie + SmartSuite

Create new SmartSuite records each time a client is created in Moxie

Bolster your productivity with this convenient workflow, which springs into action when a new client is added in Moxie. It instantaneously produces a corresponding record in SmartSuite, enabling thorough and accurate record maintenance with minimal manual intervention. Say farewell to swapping between apps or unintentionally neglecting data updates. This seamless process guarantees your SmartSuite data remains updated and completely in line with Moxie.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a new client is created in Moxie.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordTriggers when new record is created.
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More things you can do with Moxie and SmartSuite

Discover other triggers and actions you can use with Moxie and SmartSuite

  • Moxie triggers, actions, and search
    Agreement Sent

    Triggers when a proposal is sent either via link or email.

    Trigger
    Instant
    Try It
  • Moxie triggers, actions, and search
    Agreement Viewed

    Triggers when a user views the proposal.

    Trigger
    Instant
    Try It
  • Moxie triggers, actions, and search
    Client Deleted

    Triggers when a client record is deleted in Moxie.

    Trigger
    Instant
    Try It
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About Moxie
Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.
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About SmartSuite
SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.
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