Connect Holded and Moxie
Integrate Holded with Moxie to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Holded + Moxie flows
Start from a real workflow other teams are already running.
Choose a trigger
Holded
When this happens...
New Contact
Choose an action
Moxie
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
Create Task in Moxie when New Contact in Holded
Use this flowCreate Expense in Moxie when New Contact in Holded
Use this flowCreate Client in Moxie when New Contact in Holded
Use this flowCreate Form Submission in Moxie when New Contact in Holded
Use this flowCreate Opportunity in Moxie when New Contact in Holded
Use this flowCreate or Update Calendar Event in Moxie when New Contact in Holded
Use this flowCreate Project in Moxie when New Contact in Holded
Use this flowCreate Ticket in Moxie when New Contact in Holded
Use this flowCreate Comment on Ticket in Moxie when New Contact in Holded
Use this flowCreate Time Worked Entry in Moxie when New Contact in Holded
Use this flowSupported Triggers & Actions
Everything you can automate between Holded and Moxie.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more
About Moxie
Moxie 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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Holded and Moxie accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Holded and Moxie as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Moxie. No coding required.
Yes. You can set up a workflow where Holded triggers actions in Moxie, and a separate workflow where Moxie triggers actions in Holded. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Holded and Moxie. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Holded and Moxie integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
