Connect Moxie and Raynet CRM
Integrate Moxie with Raynet CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Moxie + Raynet CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Moxie
When this happens...
- Request a new Trigger for Moxie
Choose an action
Raynet CRM
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
List Leads
List Deals
Create Task in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Expense in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Client in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Form Submission in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Opportunity in Moxie when Trigger Record in Raynet CRM
Use this flowCreate or Update Calendar Event in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Project in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Ticket in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Comment on Ticket in Moxie when Trigger Record in Raynet CRM
Use this flowCreate Time Worked Entry in Moxie when Trigger Record in Raynet CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Moxie and Raynet CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moxie and Raynet CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Moxie and Raynet CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Raynet CRM. No coding required.
Yes. You can set up a workflow where Moxie triggers actions in Raynet CRM, and a separate workflow where Raynet CRM triggers actions in Moxie. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Moxie and Raynet CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moxie and Raynet CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
