Cognito Forms + Moxie Integration

Connect Cognito Forms to Moxie in 1 click

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1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Moxie
    Task is created in Moxie Instant
  • Moxie
    Agreement is sent in Moxie Instant
  • Moxie
    Agreement is viewed in Moxie Instant
  • Moxie
    Agreement is signed in Moxie Instant
  • Moxie
    Meeting is scheduled in Moxie Instant
  • Moxie
    Meeting is updated in Moxie Instant
  • Moxie
    Meeting is cancelled in Moxie Instant
  • Moxie
    Opportunity is created in Moxie Instant
  • Moxie
    Opportunity is updated in Moxie Instant
  • Moxie
    Opportunity is deleted in Moxie Instant
  • Moxie
    Project is created in Moxie Instant
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Form is completed in Moxie Instant
  • Moxie
    Task is updated in Moxie Instant
  • Moxie
    Task needs approval in Moxie Instant
  • Moxie
    Task is deleted in Moxie Instant
  • Moxie
    Time entry is created in Moxie Instant
  • Moxie
    Time entry is updated in Moxie Instant
  • Moxie
    Time entry is deleted in Moxie Instant
  • Moxie
    Ticket is created in Moxie Instant
  • Moxie
    Ticket is updated in Moxie Instant
  • Moxie
    Ticket is closed in Moxie Instant
  • Moxie
    Ticket is deleted in Moxie Instant
  • Moxie
    Comment is added on ticket in Moxie Instant
  • Moxie
    Payment is recieved in Moxie Instant
  • Moxie
    Client is created in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
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2.

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Ready Workflows Ready Workflows   for Cognito Forms + Moxie Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Cognito Forms + Moxie Integration

Create Moxie contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Moxie. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Moxie integration set up makes it easy to manage your customer relationships and grow your business.
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Cognito Forms + Moxie Integration

Create Moxie task for new Cognito Forms entry

It's important to stay on top of your customer relationships, and one way to do that is to create Moxie tasks for new Cognito Forms entrys received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Moxie task for new Cognito Forms entry received today - your customers will thank you for it!
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Cognito Forms + Moxie Integration

Create Moxie deal for new Cognito Forms entry

Integrating your Moxie with your Cognito Forms, can help you automatically create new deals based on entrys recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Cognito Forms - Moxie integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Cognito Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate

Top 10 Most Popular Moxie Automations from
Integrately Community

Most popularmost-popular-automations
01
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie contact
02
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie deal
03
Google Sheets logo
Moxie logo
Create Moxie contact for new Google Sheets row
04
Moxie logo
HubSpot logo
Create HubSpot contact for new Moxie contact
05
Moxie logo
HubSpot logo
Create HubSpot deal from new Moxie contact
cloud
Moxie
app integration
06
Moxie logo
Upnify logo
Create Upnify client for new Moxie contact
07
Upnify logo
Moxie logo
Create Moxie contact for new Upnify client
08
Upnify logo
Moxie logo
Create Moxie deal from new Upnify client
09
Upnify logo
Moxie logo
Create Moxie deal for new Upnify opportunity
10
Upnify logo
Moxie logo
Create Moxie task for new Upnify client
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

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Cognito Forms
Cognito Forms
Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.
Moxie
Moxie
Moxie streamlines your freelancing workflow, offering tools for invoicing, project management, and client collaboration. Elevate your freelance business with Moxie's all-in-one platform.