Connect Moxie and letterhead to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Moxie
Choose an Action
Automatically do this!
- Request a new Action for letterhead
Enable Integrations or automations with these events of Moxie and letterhead
Enable Integrations or automations with these events of Moxie and letterhead
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
Know More About Moxie and Letterhead Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Moxie and letterhead accounts to viaSocket. Once connected, you can set up a workflow where an event in Moxie triggers actions in letterhead (or vice versa).
Absolutely. You can customize how Moxie data is recorded in letterhead. This includes choosing which data fields go into which fields of letterhead, setting up custom formats, and filtering out unwanted information.
The data sync between Moxie and letterhead 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 letterhead. 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 letterhead
Letterhead allows you to create, curate, manage, and publish great newsletters. With Letterhead, your newsletters can do all the work for you.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.