Connect Moxie and Zendesk Sell
Integrate Moxie with Zendesk Sell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Moxie when New Product Is Added in Zendesk Sell
Create Expense in Moxie when New Product Is Added in Zendesk Sell
Create Client in Moxie when New Product Is Added in Zendesk Sell
Create Form Submission in Moxie when New Product Is Added in Zendesk Sell
Create Opportunity in Moxie when New Product Is Added in Zendesk Sell
Popular Moxie + Zendesk Sell 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
Zendesk Sell
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
Create Task in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate Expense in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate Client in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate Form Submission in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate Opportunity in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate or Update Calendar Event in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate Ticket in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate Comment on Ticket in Moxie when New Product Is Added in Zendesk Sell
Use this flowCreate Time Worked Entry in Moxie when New Product Is Added in Zendesk Sell
Use this flowSearch Clients in Moxie when New Product Is Added in Zendesk Sell
Use this flowSupported Triggers & Actions
Everything you can automate between Moxie and Zendesk Sell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
New Lead Created or Updated
Triggers when a lead is added or an existing lead’s details change.
New Deal Created or Updated
Triggers when a deal is created or updated in Zendesk Sell.
New Contact Created or Updated
Runs when new contact is created
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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moxie and Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell. No coding required.
Yes. You can set up a workflow where Moxie triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell 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 Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moxie and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
