Connect klenty and Moxie to Build Intelligent Automations
Choose a Trigger
When this happens...
Prospect Unsubscribe
Cadence First Reply
On Bounce
On Cadence Completed
On Click
On Open
On Reply
Choose an Action
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
Ready to use klenty and Moxie automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
On Open
Triggered when a recipient opens an email sent from Klenty.
Do thisActions
Action is the task that follows automatically within your klenty integrations.
Create Prospect
Create a new prospect in Klenty
Change Status To Do Not Contact
Mark a prospect as Do Not Contact to prevent future emails
Revert Prospect Status From Do Not Contact
Set a prospect's status to Do Not Contact using their email address.
Start Cadence
Update Start Cadence action to remove manual auth, fix cadenceName value access, and add explicit account email input.
Stop All Mails to Prospect
Stop all scheduled emails and automated follow-ups to the specified prospect using their email address.
Stop Cadence
Stop cadence for a prospect
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Frequently Asked Questions
To start, connect both your klenty and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in klenty triggers actions in Moxie (or vice versa).
Absolutely. You can customize how klenty 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 klenty 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 klenty 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.
About klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn MoreAbout 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.
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