
When this happens...

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
Enable Integrations or automations with these events of DataForms.io and Moxie
Creates a new form in DataForms.io using a selected template, title, and submission settings.
Finds a form, template, or entry in your DataForms account by name or code and returns it.
Permanently remove a form so it no longer appears or can be used.
Creates a new task in Moxie.
Create an expense in your Moxie accounting records
Creates a new client record in Hectic

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To start, connect both your DataForms.io and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in DataForms.io triggers actions in Moxie (or vice versa).
Absolutely. You can customize how DataForms.io 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 DataForms.io 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 DataForms.io 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.
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
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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