
When this happens...
New Contact
New List

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
Fetches contact lists created since the last check and returns the most recent lists.
Action is the task that follows automatically within your Constant Contact integrations.
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
Creates a new task in Moxie.
Create an expense in your Moxie accounting records

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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 Constant Contact and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in Moxie (or vice versa).
Absolutely. You can customize how Constant Contact 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 Constant Contact 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 Constant Contact 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.
Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.
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.
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