Zapier - Add note to opportunity
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Louis
It would be great to have a zapier action to add a note to an opportunity, with ability to find the existing opportunity by ID or email of the associated contact. This would be useful to connect Moxie with email open tracking tools or website visit tracking tools, and I'm sure others could think of many other use cases.
O
Orla Fitzmaurice
I would love this too - I want to automatically associate my Fathom meeting notes with the client. As a work around, I am using add a request but that sent an email to the client that was unnecessary. Now I associate it with myself to stop the email sending, then copy and paste the request details to the client notes. I would love the ability to add notes from many other third party apps that I use with clients too so this one simple integration feature would unlock a lot of valuable functionality in Moxie in terms of managing client communications.