Moxie + Perfit Integration

Connect Moxie to Perfit in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for Moxie + Perfit Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Moxie + Perfit Integration

Create Perfit contact for new Moxie contact

If you're using Moxie to manage your sales leads, it's important to also use Perfit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Moxie, a corresponding contact will automatically be created in Perfit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 Moxie Automations from
Integrately Community

Just click on the workflow you want to automate

Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie contact
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie deal
Google Sheets logo
Moxie logo
Create Moxie contact for new Google Sheets row
Moxie logo
HubSpot logo
Create HubSpot contact for new Moxie contact
Moxie logo
HubSpot logo
Create HubSpot deal from new Moxie contact
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie contact
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie deal
Google Sheets logo
Moxie logo
Create Moxie contact for new Google Sheets row
Moxie logo
HubSpot logo
Create HubSpot contact for new Moxie contact
Moxie logo
HubSpot logo
Create HubSpot deal from new Moxie contact
Moxie logo
Upnify logo
Create Upnify client for new Moxie contact
Upnify logo
Moxie logo
Create Moxie contact for new Upnify client
Upnify logo
Moxie logo
Create Moxie deal from new Upnify client
Upnify logo
Moxie logo
Create Moxie deal for new Upnify opportunity
Upnify logo
Moxie logo
Create Moxie task for new Upnify client
Moxie logo
Upnify logo
Create Upnify client for new Moxie contact
Upnify logo
Moxie logo
Create Moxie contact for new Upnify client
Upnify logo
Moxie logo
Create Moxie deal from new Upnify client
Upnify logo
Moxie logo
Create Moxie deal for new Upnify opportunity
Upnify logo
Moxie logo
Create Moxie task for new Upnify client

Top 10 Most Popular Perfit Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
Perfit logo
Create Perfit contact for new WordPress user
02
CompanyHub logo
Perfit logo
Create Perfit contact for new CompanyHub record
03
Salesforce logo
Perfit logo
Create Perfit contact for new Salesforce record
04
Notion logo
Perfit logo
Create Perfit contact for new Notion database item
05
Stackby logo
Perfit logo
Create Perfit contact for new Stackby row
cloud
Perfit
app integration
06
Quickblog logo
Perfit logo
Create Perfit contact for new Quickblog user
07
Assembla logo
Perfit logo
Create Perfit contact for new Assembla ticket
08
Billsby logo
Perfit logo
Create Perfit contact for new Billsby order
09
Groove logo
Perfit logo
Create Perfit contact for new Groove user
10
Thinkific logo
Perfit logo
Create Perfit contact from new Thinkific contact
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
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

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

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.
Perfit
Perfit
Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.