Connect Moxie and Conversion Chats to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Moxie
Choose an Action
Automatically do this!
Send Template Message
Create Contacts
Update Contacts
Enable Integrations or automations with these events of Moxie and Conversion Chats
Enable Integrations or automations with these events of Moxie and Conversion Chats
Actions
Create Task
Creates a new task in Moxie.
Create Expense
Create an expense in your Moxie accounting records
Create Client
Creates a new client record in Hectic
Create Form Submission
Create an automated form submission with lead information and custom answers.
Create Opportunity
Create a new opportunity in your sales pipeline
Create or Update Calendar Event
Create or update a calendar event in the Moxie Homebase calendar
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Frequently Asked Questions
To start, connect both your Moxie and Conversion Chats accounts to viaSocket. Once connected, you can set up a workflow where an event in Moxie triggers actions in Conversion Chats (or vice versa).
Absolutely. You can customize how Moxie data is recorded in Conversion Chats. This includes choosing which data fields go into which fields of Conversion Chats, setting up custom formats, and filtering out unwanted information.
The data sync between Moxie and Conversion Chats typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Moxie and Conversion Chats. 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.
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 MoreAbout Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
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