Create integrations between Salesforce and Moxie
Create Task in Moxie when New Contact in Salesforce
Create or Update Calendar Event in Moxie when New Contact in Salesforce
Create Time Worked Entry in Moxie when New Contact in Salesforce
Search Clients in Moxie when New Contact in Salesforce
Create Task in Moxie when New Lead in Salesforce
Create or Update Calendar Event in Moxie when New Lead in Salesforce
Create Ticket in Moxie when New Lead in Salesforce
Create Time Worked Entry in Moxie when New Lead in Salesforce
Create Client in Moxie when New Record in Salesforce
Create Client in Moxie when Updated Record in Salesforce
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
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
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Frequently Asked Questions
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn MoreAbout 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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