
When this happens...
New Contact
Update Contact
New Lead
Update Lead
New Listings
Updated Listings

Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created.
Triggers when a contact is updated.
Triggers when a lead is created.
Triggers when a lead is updated.
Triggers when a listings is created.
Triggers when a listings is updated.
Action is the task that follows automatically within your Apex27 integrations.
Creates a new contact
Finds a specific contact reference by the ID
Returns the listing specified by the ID.
Uploads an image to a listing
Uploads a document to a specified listing
Creates a lead

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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.
To start, connect both your Apex27 and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in Apex27 triggers actions in Moxie (or vice versa).
Absolutely. You can customize how Apex27 data is recorded in Moxie. This includes choosing which data fields go into which fields of Moxie, setting up custom formats, and filtering out unwanted information.
The data sync between Apex27 and Moxie typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apex27 and Moxie. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn MoreMoxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
Learn More