Create new Wave customers from new clients in Moxie
Streamline your client onboarding process by connecting Moxie and Wave. Whenever a new client is added in Moxie, this workflow springs into action and directly creates a customer profile in Wave. No more juggling between apps or manually entering data, let this seamless integration handle the heavy lifting while you focus on what matters—your business and customers.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Create CustomerCreates a customer in a business that you choose.
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More things you can do with Moxie and Wave
Discover other triggers and actions you can use with Moxie and Wave
- 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
Try ItTriggerInstant
- 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
Try ItTriggerInstant







