
When this happens...
Idea Created

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.
Triggered when a new idea is created in Stormboard.
Action is the task that follows automatically within your Stormboard integrations.
Create a new idea in a Stormboard storm and set its type, content, and color.
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
Creates a new task in Moxie.
Create an expense in your Moxie accounting records
Creates a new client record in Hectic

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