Firmao + Moxie Integration

Connect Firmao to Moxie in 1 click

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1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Form is completed 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
    Payment is recieved in Moxie Instant
  • Moxie
    Task is created 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
    Invoice is sent in Moxie Instant
  • Moxie
    Client is created in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
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2.

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Ready Workflows Ready Workflows   for Firmao + Moxie Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Moxie + Firmao Integration

Create Firmao task for new Moxie contact

In Moxie, when you create a contact, it automatically creates a task in Firmao 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.
See more
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Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Firmao Automations from
Integrately Community

Just click on the workflow you want to automate

Firmao logo
WordPress logo
Create WordPress post for new Firmao task
Activate
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
Activate
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
Activate
Firmao logo
WordPress logo
Create WordPress post for new Firmao task
Activate
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
Activate
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
Activate
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
Firmao logo
easybill logo
Create easybill task for new Firmao task
Firmao logo
TickTick logo
Create TickTick task for new Firmao task
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
Firmao logo
easybill logo
Create easybill task for new Firmao task
Firmao logo
TickTick logo
Create TickTick task for new Firmao task

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
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Firmao or Moxie With 1400+ Other Apps

Firmao
Firmao
Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!
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.