
When this happens...
New Email
New Email Matching Search

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.
Triggers when you recieve a new email.
Triggers when you recieve a new email that matches the given condition.
Action is the task that follows automatically within your Zoho Mail integrations.
Create a new draft mail.
Creates a new folder.
Create a new tag in zoho mail.
Send a new email.
Creates a new task
Get a list of all user signature.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Mail and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Moxie (or vice versa).
Absolutely. You can customize how Zoho Mail 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 Zoho Mail 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 Zoho Mail 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.
Zoho Show is a powerful online presentation tool that allows users to create, collaborate, and deliver stunning presentations.
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