Connect Moxie and Guru to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

Guru

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Card Created

Card Created

Trigger when a user creates a card.

Board Created

Board Created

Trigger when a new Board Created.

Board Updated

Board Updated

Trigger when a new Board Updated.

Board Deleted

Board Deleted

Trigger when a new Board Deleted.

Board To Pdf Created

Board To Pdf Created

Trigger when a Board To Pdf Created.

Board Viewed

Board Viewed

Trigger when an existing Board Viewed.

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 Guru?

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

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

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

How often does the data sync between Moxie and Guru?

The data sync between Moxie and Guru 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 Guru?

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 Guru?

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

About Guru

Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.

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