Connect Moxie and Close to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

Close

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Ready to use Moxie and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

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 Close?

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

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

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

How often does the data sync between Moxie and Close?

The data sync between Moxie and Close 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 Close?

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 Close?

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

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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