Trigger when new lead is created.
Creates a new task in Moxie.
Create an expense in your Moxie accounting records
Creates a new client record in Hectic
Create an automated form submission with lead information and custom answers.
Create a new opportunity in your sales pipeline
Create or update a calendar event in the Moxie Homebase calendar
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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