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.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    MoxoMoxo
    Create Client

    Creates a new client user.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
    • Id Explain

    • Zap Unique ID Label

    Trigger
    Instant
    Try It
    • Trigger Identifier

    Trigger
    Instant
    Try It
    • Specify 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

    Action
    Write
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About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

  • Team Collaboration