Moxie + Zoho Forms
Create Moxie clients from new Zoho Forms entries
Effortlessly streamline your client onboarding process with this Zoho Forms to Moxie integration. When a new form entry is submitted in Zoho Forms, a client will be created in Moxie, effectively organizing your client information while saving you valuable time. Simplify your client management workflow and focus on growing your business with this seamless automation.
Effortlessly streamline your client onboarding process with this Zoho Forms to Moxie integration. When a new form entry is submitted in Zoho Forms, a client will be created in Moxie, effectively organizing your client information while saving you valuable time. Simplify your client management workflow and focus on growing your business with this seamless automation.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Client
Creates a new client record in Hectic
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FormRequired
Try ItAgreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try ItClient Deleted
Triggers when a client record is deleted in Moxie.
Try It
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 ItClient Updated
Triggers when a client record is updated in Moxie.
Try It
