Clients
The Clients integration is at the heart of your moreflow automations. Trigger workflows whenever a client is created, updated, deleted, or changes status. Automatically move leads through your pipeline, update records based on events, and keep your CRM data clean and current — all without manual effort.
Triggers
Client Created
Triggered when a new client is added.
Client Updated
Triggered when a client record is updated.
Client Deleted
Triggered when a client is removed.
Client Status Changed
Triggered when a client status changes (e.g., Lead → Customer).
Actions
Create Client
Creates a new client in the CRM.
Update Client
Updates the data of an existing client.
Delete Client
Deletes a client from the CRM.
Change Client Status
Changes the status of a client.
Example Automations
New client onboarding
When a new client is created, send a welcome email and add an onboarding tag.
Notify team on status change
Send an email notification to your team when a client status changes.
About Clients
Your CRM is only as powerful as the automations built on top of it. With moreflow's client automation, every change in your client database can trigger a workflow — from welcome sequences when new clients are added to re-engagement campaigns when statuses change. Keep your pipeline moving and your team informed without lifting a finger.