Triggers when a new task is created
Triggers when a new note is created
Triggers when a new lead is created
Triggers when a new deal is created
Triggers when a new contact is created
Triggers when a deal is updated
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
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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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