Connect Moxie and Cloze to Build Intelligent Automations

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Moxie

When this happens...

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Cloze

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Project Change

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

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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 Cloze?

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

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

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

How often does the data sync between Moxie and Cloze?

The data sync between Moxie and Cloze 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 Cloze?

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 Cloze?

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

About Cloze

Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.

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