Connect Moxie and whippy to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

whippy

Automatically do this!

Enable Integrations or automations with these events of Moxie and whippy

Enable Integrations or automations with these events of Moxie and whippy

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 whippy?

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

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

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

How often does the data sync between Moxie and whippy?

The data sync between Moxie and whippy 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 whippy?

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 whippy?

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

About whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

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