
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Moxie and makemysummary
Creates a new task in Moxie.
Create an expense in your Moxie accounting records
Creates a new client record in Hectic
Create an automated form submission with lead information and custom answers.
Create a new opportunity in your sales pipeline
Create or update a calendar event in the Moxie Homebase calendar

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Moxie and makemysummary accounts to viaSocket. Once connected, you can set up a workflow where an event in Moxie triggers actions in makemysummary (or vice versa).
Absolutely. You can customize how Moxie data is recorded in makemysummary. This includes choosing which data fields go into which fields of makemysummary, setting up custom formats, and filtering out unwanted information.
The data sync between Moxie and makemysummary 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 makemysummary. 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 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 MoreMakeMySummary is an app to summarize any news articles or youtube videos into a few short sentences.
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