Create new Moxie clients from new WS Form submissions
Streamline your client onboarding process with this efficient workflow. When a new submission is received in WS Form, it instantly creates a new client in Moxie. This eliminates the manual task of entering data, saving you time and reducing potential errors. Increase your productivity and keep your data organized with this automation.
Streamline your client onboarding process with this efficient workflow. When a new submission is received in WS Form, it instantly creates a new client in Moxie. This eliminates the manual task of entering data, saving you time and reducing potential errors. Increase your productivity and keep your data organized with this automation.
- When this happens...New Submission
Triggers when a form is submitted.
- automatically do this!Create Client
Creates a new client record in Hectic
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