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Connect Salesforce to Moxie

Automate workflows and sync data between Salesforce and Moxie with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Salesforce & Moxie?

Intelligent Automation Workflows

Leverage 2 available triggers from Salesforce to execute 4 targeted actions in Moxie automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Salesforce and Moxie perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Salesforce and Moxie for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required
Moxie logo

Moxie

Triggers (22)

Invoice Sent

Triggered when an invoice is sent.

webhook
Task Created

Triggered when a new task is created.

webhook
Task Deleted

Triggered when an existing task is deleted.

webhook
Task Updated

Triggered when an existing task is updated.

webhook
Client Created

Triggered when a new client is created.

webhook
Client Deleted

Triggered when an existing client is deleted.

webhook
Client Updated

Triggered when an existing client is updated.

webhook
Form Submitted

Triggered when a new form is submitted.

webhook
Meeting Updated

Triggered when an existing meeting is updated.

webhook
Project Created

Triggered when a new project is created.

webhook
Project Updated

Triggered when an existing project is updated.

webhook
Payment Received

Triggered when a payment is received.

webhook
Meeting Cancelled

Triggered when a meeting is cancelled.

webhook
Meeting Scheduled

Triggered when a new meeting is scheduled.

webhook
Project Completed

Triggered when an existing project is completed.

webhook
Time Entry Created

Triggered when a new time entry is created.

webhook
Time Entry Deleted

Triggered when an existing time entry is deleted.

webhook
Time Entry Updated

Triggered when an existing time entry is updated.

webhook
Opportunity Created

Triggered when a new pipeline opportunity is created.

webhook
Opportunity Deleted

Triggered when an existing pipeline opportunity is deleted.

webhook
Opportunity Updated

Triggered when an existing opportunity is updated.

webhook
Client Task Approval

Triggered when a task is moved to client approval.

webhook

Actions (4)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Create a Task

Create a task in project.

Auth Required
Create a Client

Create a new client record in moxie CRM.

Auth Required
Create a Project

Creates a new project in moxie CRM.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Salesforce trigger → Create/Update in Moxie

Most Popular
SalesforceSalesforce

New Record

MoxieMoxie

Custom API Call

When Moxie trigger → Update Salesforce

Bi-directional
MoxieMoxie

Invoice Sent

SalesforceSalesforce

Run Query (Advanced)

How It Works

1

Connect Apps

Authenticate your Salesforce and Moxie accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Salesforce and Moxie with 24 available triggers for instant updates.

Automated Actions

Execute 9 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Salesforce and Moxie in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Salesforce and Moxie with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Salesforce & Moxie?

Join thousands of users automating their workflows with Mazaal AI