Popular DaySchedule + Moxie Workflows
Create Moxie task for new DaySchedule event
With the help of this integration, when an event is created, a task will be automatically created in Moxie and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Moxie deal for new DaySchedule event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in DaySchedule, it will trigger a corresponding deal creation in Moxie.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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DaySchedule is a versatile appointment scheduling solution that simplifies your booking process. It helps simplify bookings with personalized pages, calendar syncing, payments, ratings/feedback, and centralized meeting management
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