Connect Moxie and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Moxie
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use Moxie and LionDesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
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
viaSocket Support
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Know More About Moxie and Liondesk Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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Frequently Asked Questions
To start, connect both your Moxie and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Moxie triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Moxie data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Moxie and LionDesk 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 LionDesk. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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