
When this happens...
Member SignUp
Member Deleted
Member Updated
Order Refunded
Order Completed
New Subscription
Subscription Deleted
Subscription Updated
Subscription Renewed
Tax ID Updated

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.
Triggers when a new member signs up.
Triggered when a member is removed from Memberful; sends the member's details to your webhook.
Triggered when a Memberful member's details change; provides the updated member record for your workflow.
Sends refunded order details when a Memberful order is refunded.
Triggered when a Memberful order is completed; sends the order and member details to your configured webhook.
Triggered when a new subscription is created in Memberful and provides the subscription details.
Action is the task that follows automatically within your Memberful integrations.
Creates a new task in Moxie.
Create an expense in your Moxie accounting records
Creates a new client record in Hectic
Create an automated form submission with lead information and custom answers.
Create a new opportunity in your sales pipeline
Create or update a calendar event in the Moxie Homebase calendar

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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 Memberful and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberful triggers actions in Moxie (or vice versa).
Absolutely. You can customize how Memberful 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 Memberful 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 Memberful 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.
Memberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience
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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