Moxo + Redtail CRM
Create clients in Moxo from new contacts in Redtail CRM
Effortlessly streamline your client onboarding process with this Redtail CRM to Moxo workflow. Whenever you create a new contact in Redtail CRM, this automation will simultaneously generate a client in Moxo, ensuring no data gets lost in the shuffle and saving you valuable time. Simplify administrative tasks and enhance your client management experience with this seamless integration.
Effortlessly streamline your client onboarding process with this Redtail CRM to Moxo workflow. Whenever you create a new contact in Redtail CRM, this automation will simultaneously generate a client in Moxo, ensuring no data gets lost in the shuffle and saving you valuable time. Simplify administrative tasks and enhance your client management experience with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Client
Creates a new client user.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
