Moxie + Nusii Integration

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Popular Moxie + Nusii Workflows

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Moxie + Nusii Integration

Create Nusii client for new Moxie contact

Moxie is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Moxie, you'll automatically receive a corresponding client record in Nusii.
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Moxie + Nusii Integration

Create Nusii proposal for new Moxie deal

Are you a Moxie user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from deal in Moxie.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your Moxie and Nusii accounts.
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Moxie + Nusii Integration

Create Nusii proposal for new Moxie contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Moxie? With this integration, you can!

When you create a contact in Moxie, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Moxie + Nusii Integration
1.
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
  • Moxie
    Payment is recieved 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
    Client is updated in Moxie Instant
  • Moxie
    Project is completed 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
    Client is created in Moxie Instant
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
2.
  • 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 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
  • Moxie
    Create opportunity in Moxie
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
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