Integrations Moxie charles universe
Moxie + charles universe

Connect Moxie and charles universe to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

charles universe

Automatically do this!

Enable Integrations or automations with these events of Moxie and charles universe

Enable Integrations or automations with these events of Moxie and charles universe

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

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Frequently Asked Questions

How do I start an integration between Moxie and charles universe?

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

Can we customize how data from Moxie is recorded in charles universe?

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

How often does the data sync between Moxie and charles universe?

The data sync between Moxie and charles universe 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 charles universe?

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 charles universe?

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

About charles universe

Charles allows your customers to interact with your business, where they are: in Chat with your with conversational commerce offerings.

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