Connect Revaluate to Moxie and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contact Ascend 80
Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.
Try It - Contact Weekly Score Trigger
Triggers weekly to allow for updating of all contact scores in an external system.
Try It - Agreement Sent
Triggers when a proposal is sent either via link or email.
Try It - Agreement Viewed
Triggers when a user views the proposal.
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- Contact Descend 80
Triggers when a contact whose score was above 80, drops below 80.
Try It - Contact NameRequired
- Contact EmailRequired
- Contact Address
- Contact External ID
- Contact Phone Number
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try It - Client Created
Triggers when a new client is created in Moxie.
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