Connect Moxie and Aero Workflow to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

Aero Workflow

Automatically do this!

Enable Integrations or automations with these events of Moxie and Aero Workflow

Enable Integrations or automations with these events of Moxie and Aero Workflow

Actions

Create Task

Create Task

Creates a new task in Moxie.

Create Expense

Create Expense

Create an expense in your Moxie accounting records

Create Client

Create Client

Creates a new client record in Hectic

Create Form Submission

Create Form Submission

Create an automated form submission with lead information and custom answers.

Create Opportunity

Create Opportunity

Create a new opportunity in your sales pipeline

Create or Update Calendar Event

Create or Update Calendar Event

Create or update a calendar event in the Moxie Homebase calendar

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Moxie and Aero Workflow?

To start, connect both your Moxie and Aero Workflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Moxie triggers actions in Aero Workflow (or vice versa).

Can we customize how data from Moxie is recorded in Aero Workflow?

Absolutely. You can customize how Moxie data is recorded in Aero Workflow. This includes choosing which data fields go into which fields of Aero Workflow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Moxie and Aero Workflow?

The data sync between Moxie and Aero Workflow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Moxie to Aero Workflow?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Moxie and Aero Workflow?

Yes, you can set conditional logic to control the flow of data between Moxie and Aero Workflow. 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.

Moxie

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 More
Aero Workflow

About Aero Workflow

Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.

Learn More