Gravity Forms + Moxo
Create Moxo clients from new Gravity Forms submissions
Effortlessly streamline your client onboarding process with this automation that connects Gravity Forms to Moxo. When a new form submission is received in Gravity Forms, a new client will be created in Moxo, saving you time and manual data entry. Improve your productivity while ensuring accurate client information is captured and stored in your CRM.
Effortlessly streamline your client onboarding process with this automation that connects Gravity Forms to Moxo. When a new form submission is received in Gravity Forms, a new client will be created in Moxo, saving you time and manual data entry. Improve your productivity while ensuring accurate client information is captured and stored in your CRM.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Client
Creates a new client user.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Use Admin Field Labels?
Try ItFormRequired
Id Explain
Zap Unique ID Label
Reference ID
Pre-configured Payload Info
Try ItXero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try It
FormRequired
Id Explain
Zap Unique ID Label
Try ItTrigger Identifier
Try ItSpecify the way to locate Flow WorkspaceRequired
Binder Reference/Flow Workspace IDRequired
Specify the step typeRequired
Moxo Content-LibraryRequired
Step Title
Step Reference ID
Is it to add step to the end of flow?
Step Order Number in the Flow if not to the end of flow
Step Description
Due in Days
Skipped Weekends for Due in Days
Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
