
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Moxie and sapeum
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 sapeum accounts to viaSocket. Once connected, you can set up a workflow where an event in Moxie triggers actions in sapeum (or vice versa).
Absolutely. You can customize how Moxie data is recorded in sapeum. This includes choosing which data fields go into which fields of sapeum, setting up custom formats, and filtering out unwanted information.
The data sync between Moxie and sapeum 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 sapeum. 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 MoreSapeum is a research automation tool to collect, structure and summarize meeting notes, interviews, and more into shareable insights and recommendations.
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