Connect Moxie and Robinhood to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

Robinhood

Automatically do this!

Enable Integrations or automations with these events of Moxie and Robinhood

Enable Integrations or automations with these events of Moxie and Robinhood

Actions

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 Robinhood?

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

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

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

How often does the data sync between Moxie and Robinhood?

The data sync between Moxie and Robinhood 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 Robinhood?

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 Robinhood?

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

About Robinhood

Robinhood is a pioneering financial services platform that offers commission-free trading of stocks, ETFs, and cryptocurrencies. It aims to democratize finance for all by providing an easy-to-use mobile and web interface for trading and investing. With a focus on simplicity and accessibility, Robinhood empowers users to take control of their financial future.

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