Connect Moxie and Membrain to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

Membrain

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Sales Project Won

Sales Project Won

Triggers when a sales project is won.

Request a new Trigger for Moxie

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 Membrain?

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

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

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

How often does the data sync between Moxie and Membrain?

The data sync between Moxie and Membrain 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 Membrain?

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 Membrain?

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

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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