Connect Zoho CRM and Moxie
Integrate Zoho CRM with Moxie to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + Moxie flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Choose an action
Moxie
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
List Invoice Templates from Moxie when New Contact in Zoho-crm
Use this flowCreate Task in Moxie when New Account in Zoho CRM
Use this flowList Workspace Users in Moxie when New Task in Zoho-crm
Use this flowList Pipeline Stages from Moxie when New Deals in Zoho-crm
Use this flowCreate Expense in Moxie when New Deals in Zoho-crm
Use this flowCreate Comment on Ticket in Moxie when New Contact in Zoho-crm
Use this flowSearch Clients in Moxie when New Task in Zoho-crm
Use this flowSearch Contact in Moxie when New Contact in Zoho-crm
Use this flowCreate Time Worked Entry in Moxie when New Account in Zoho CRM
Use this flowList Project Task Stages in Moxie when New Account in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Moxie.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Moxie accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho CRM and Moxie as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Moxie. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Moxie, and a separate workflow where Moxie triggers actions in Zoho CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho CRM and Moxie. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Moxie integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
