Connect Moxie and KarmaCRM
Integrate Moxie with KarmaCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Moxie + KarmaCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Moxie
When this happens...
- Request a new Trigger for Moxie
Choose an action
KarmaCRM
Automatically do this!
List All Companies
List All Contacts
Create Company
Create Contact
Create Deal
Find Company
Find Contact
List All Activities
List All Calendars
List All Deals
List All Histories
Create Task in Moxie when Company Created in Karmacrm
Use this flowCreate Expense in Moxie when Company Created in Karmacrm
Use this flowCreate Client in Moxie when Company Created in Karmacrm
Use this flowCreate Form Submission in Moxie when Company Created in Karmacrm
Use this flowCreate Opportunity in Moxie when Company Created in Karmacrm
Use this flowCreate or Update Calendar Event in Moxie when Company Created in Karmacrm
Use this flowCreate Project in Moxie when Company Created in Karmacrm
Use this flowCreate Ticket in Moxie when Company Created in Karmacrm
Use this flowCreate Comment on Ticket in Moxie when Company Created in Karmacrm
Use this flowCreate Time Worked Entry in Moxie when Company Created in Karmacrm
Use this flowSupported Triggers & Actions
Everything you can automate between Moxie and KarmaCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Moxie integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moxie and KarmaCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Moxie and KarmaCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach KarmaCRM. No coding required.
Yes. You can set up a workflow where Moxie triggers actions in KarmaCRM, and a separate workflow where KarmaCRM triggers actions in Moxie. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Moxie and KarmaCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moxie and KarmaCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
