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Connect Moxie to Accelo

Use 2 documented Moxie triggers to run 9 documented Accelo actions.

2 source triggers
9 target actions
Reverse direction supported
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Why Connect Moxie & Accelo?

Start with a Moxie event

Choose from 2 documented triggers, including New Client Added, New Project Created.

Run a Accelo action

Send the event into one of 9 documented actions, such as Create Contact, Create Prospect, Create Request.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Moxie logo

Moxie

Triggers (2)

New Client Added

Emit new event when a new client is created.

polling
New Project Created

Emit new event when a new project is created.

polling

Actions (4)

Create Client

Create a new client. See the documentation

Create Task

Create a new task. See the documentation

List Client Options

Retrieves available options for the Client field.

Search Contacts

Searches contacts in your workspace. See the documentation

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Accelo

Triggers (2)

New Request Created (Instant)

Emit new event on each new request created.

webhook
New Task Assigned (Instant)

Emit new event on each new task assigned.

webhook

Actions (9)

Create Contact

Creates a contact. See docs here

Create Prospect

Creates a prospect. See docs here

Create Request

Creates a request. See docs here

List Affiliation ID Options

Retrieves available options for the Affiliation ID field.

List Company ID Options

Retrieves available options for the Company ID field.

List Contact ID Options

Retrieves available options for the Contact ID field.

List Prospect Type ID Options

Retrieves available options for the Prospect Type ID field.

List Request Type ID Options

Retrieves available options for the Request Type ID field.

Update Contact

Updates a contact. See docs here

Integration Features

2 documented Moxie triggers
9 documented Accelo actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Accelo to Moxie direction

Capability Examples

Moxie trigger → Accelo action

Catalog example
MoxieMoxie

New Client Added

AcceloAccelo

Create Contact

Accelo trigger → Moxie action

Reverse direction
AcceloAccelo

New Request Created (Instant)

MoxieMoxie

Create Client

How It Works

1

Connect Apps

Authenticate your Moxie and Accelo accounts

2

Choose a Trigger

Select a documented Moxie event

3

Choose an Action

Select the documented Accelo operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 2 documented Moxie triggers.

Automated Actions

Run one of 9 documented Accelo actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Accelo to Moxie for bidirectional automation

View Integration
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All Moxie Integrations

Explore all available Moxie connections

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All Accelo Integrations

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