Connect VIP metal rich and Moxie to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VIP metal rich
Choose an Action
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
Enable Integrations or automations with these events of VIP metal rich and Moxie
Enable Integrations or automations with these events of VIP metal rich and Moxie
Actions
Send Text
Send a text message to a phone number
Send Media and File
Send a media or file with message to a phone number
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.
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Frequently Asked Questions
To start, connect both your VIP metal rich and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in VIP metal rich triggers actions in Moxie (or vice versa).
Absolutely. You can customize how VIP metal rich 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 VIP metal rich 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 VIP metal rich 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.
About VIP metal rich
VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.
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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