Connect Moxie and Cakemail to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

Cakemail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when a new contact is added.

Contact Updated

Contact Updated

Triggers when a contact is updated.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted.

Contact Tagged

Contact Tagged

Triggers when a contact is tagged.

Contact Untagged

Contact Untagged

Triggers when a contact is untagged.

New Campaign

New Campaign

Triggers when a campaign is created.

Do thisActions

Action is the task that follows automatically within your Moxie integrations.

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

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Frequently Asked Questions

How do I start an integration between Moxie and Cakemail?

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

Can we customize how data from Moxie is recorded in Cakemail?

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

How often does the data sync between Moxie and Cakemail?

The data sync between Moxie and Cakemail 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 Cakemail?

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 Cakemail?

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

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Cakemail

About Cakemail

Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.

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