Automate Moxie and connect it with the rest of your business
Use viaSocket to link Moxie with your CRM, support, billing, and AI tools so tasks, handoffs, and updates happen automatically—without chasing your team in chat.
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Triggers and Actions in Moxie Automations
viaSocket makes it simple to connect Moxie and automate repetitive tasks.
When this happensTrigger
No trigger available
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
How to get started with Moxie automations
Automate when something happens in Moxie
Login -> Create new flow -> Select trigger -> Search Moxie -> Choose the trigger from the list
Take action in Moxie when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Moxie -> Choose the action from the list
Trigger
Action
Real-world use cases of Moxie integrations
See how Moxie integrates with popular apps to automate tasks and streamline your workflow.
- Integrate moxie with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and moxie databases.
- Integrate moxie with MySQL to automatically sync records, facilitating seamless data exchange between moxie and your SQL databases.
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Frequently Asked Questions
You can automate project and task creation, team handoffs, status updates, notifications, and reporting. For example, when a deal closes in your CRM, viaSocket can set up a project in Moxie, assign tasks, and notify the right team in chat.
No. viaSocket is built for operators and managers. You select triggers (like a new client or completed task), choose actions (like creating a project or posting a message in Moxie), and follow clear step-by-step setup screens.
You can add AI steps into your workflows, such as turning meeting notes, emails, or chat logs into action items and summaries, then sending those into Moxie as tasks or project updates. The AI handles the heavy text work; you control the rules.
Yes. viaSocket can sync key fields like project status, due dates, and completed tasks between Moxie and tools like your CRM, help desk, or billing system. This reduces double entry and keeps client-facing data accurate.
Service teams, agencies, and internal ops teams that manage many projects or clients benefit most. If you often repeat similar processes, juggle multiple tools, or rely on manual updates in Moxie, automation will save time and reduce errors.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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