
When this happens...
New Contact Is Added
Contact Is Updated

Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is added in Plunk.
Runs when a contact is updated in Plunk.
Action is the task that follows automatically within your Plunk integrations.
Adds a new contact to Plunk or updates an existing contact.
Creates a new campaign in Plunk to start outreach and track results.
Record an activity in Plunk so it is saved and visible in your account.
Sends the selected campaign now or schedules it to send later.
Updates an existing contact or creates a new contact in Plunk.
Creates a new task in Moxie.
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To start, connect both your Plunk and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in Plunk triggers actions in Moxie (or vice versa).
Absolutely. You can customize how Plunk data is recorded in Moxie. This includes choosing which data fields go into which fields of Moxie, setting up custom formats, and filtering out unwanted information.
The data sync between Plunk and Moxie 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 Plunk and Moxie. 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.
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
Learn MoreMoxie 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 More