Deskera + Moxie Integration

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Popular Deskera + Moxie Workflows

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Moxie + Deskera Integration

Create Deskera contact for new Moxie contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Moxie - Deskera integration, anytime a new Moxie contact is created, an Deskera contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Deskera + Moxie Integration

Create Moxie contact for new Deskera contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Deskera - Moxie integration, anytime a new Deskera contact is created, an Moxie contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Deskera + Moxie Integration

Create Moxie deal from new Deskera contact

Anytime a new contact is created in your Deskera, a new deal will automatically be created in your Moxie. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Deskera - Moxie integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Deskera + Moxie Integration

Create Moxie task for new Deskera contact

In Deskera, when you create a contact, it automatically creates a task in Moxie for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Deskera + Moxie Integration
1.
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • Moxie
    Payment is recieved in Moxie Instant
  • Moxie
    Opportunity is created in Moxie Instant
  • Moxie
    Meeting is cancelled in Moxie Instant
  • Moxie
    Meeting is updated in Moxie Instant
  • Moxie
    Meeting is scheduled in Moxie Instant
  • Moxie
    Agreement is signed in Moxie Instant
  • Moxie
    Agreement is viewed in Moxie Instant
  • Moxie
    Agreement is sent in Moxie Instant
  • Moxie
    Form is completed in Moxie Instant
  • Moxie
    Opportunity is updated in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Client is created in Moxie Instant
  • Moxie
    Task is deleted in Moxie Instant
  • Moxie
    Comment is added on ticket in Moxie Instant
  • Moxie
    Ticket is deleted in Moxie Instant
  • Moxie
    Ticket is closed in Moxie Instant
  • Moxie
    Ticket is updated in Moxie Instant
  • Moxie
    Ticket is created in Moxie Instant
  • Moxie
    Time entry is deleted in Moxie Instant
  • Moxie
    Time entry is updated in Moxie Instant
  • Moxie
    Time entry is created in Moxie Instant
  • Moxie
    Task needs approval in Moxie Instant
  • Moxie
    Task is updated in Moxie Instant
  • Moxie
    Task is created in Moxie Instant
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Project is created in Moxie Instant
  • Moxie
    Opportunity is deleted in Moxie Instant
2.
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • Moxie
    Create form submission in Moxie
  • Moxie
    Create expense in Moxie
  • Moxie
    Delete calendar event in Moxie
  • Moxie
    Create or update calendar event in Moxie
  • Moxie
    Apply payment to invoice in Moxie
  • Moxie
    Create invoice in Moxie
  • Moxie
    Create client in Moxie
  • Moxie
    Search client in Moxie
  • Moxie
    Create contact in Moxie
  • Moxie
    Search contact in Moxie
  • Moxie
    Create project in Moxie
  • Moxie
    Create task in Moxie
  • Moxie
    Approve task/deliverable in Moxie
  • Moxie
    Create ticket in Moxie
  • Moxie
    Create comment on ticket in Moxie
  • Moxie
    Create opportunity in Moxie
  • Moxie
    Create time entry in Moxie
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750 Tasks
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2,000 Tasks
in $19.99

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