Jumppl + Moxie Integration

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Popular Jumppl + Moxie Workflows

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Moxie + Jumppl Integration

Create Jumppl task for new Moxie contact

Moxie and Jumppl are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Moxie, do you also create a task in Jumppl? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Moxie + Jumppl Integration

Create Jumppl task for new Moxie task

Moxie provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Moxie. Jumppl is a great tool for this.

All you need to do is - integrate Jumppl with Moxie to create task in Jumppl automatically when certain task occur in Moxie. This can save you time by not having to manually create tasks in both systems.
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Moxie + Jumppl Integration

Create Jumppl task for new Moxie deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Jumppl to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Moxie? Well now there is!

With our integration between Moxie and Jumppl, creating task in Jumppl is now easier than ever. Whenever a deal is created in Moxie, you can automatically create a corresponding task in Jumppl to keep your team up-to-date.
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Jumppl + Moxie Integration
1.
  • 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
2.
  • Jumppl
    Create task in Jumppl
  • Jumppl
    Create project in Jumppl
  • 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
  • Moxie
    Create invoice in Moxie
  • Moxie
    Apply payment to invoice in Moxie
  • Moxie
    Create or update calendar event in Moxie
  • Moxie
    Delete calendar event in Moxie
  • Moxie
    Create expense in Moxie
  • Moxie
    Create form submission in Moxie
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