Moxie + PlatoForms Integration

Connect Moxie to PlatoForms in 1 click

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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
  • PlatoForms
    New submission in PlatoForms Instant
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2.

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Ready Workflows Ready Workflows   for Moxie + PlatoForms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PlatoForms + Moxie Integration

Create Moxie contact for new PlatoForms response

When someone completes your PlatoForms, a new contact is automatically created in your Moxie. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Moxie integration set up makes it easy to manage your customer relationships and grow your business.
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PlatoForms + Moxie Integration

Create Moxie task for new PlatoForms response

It's important to stay on top of your customer relationships, and one way to do that is to create Moxie tasks for new PlatoForms responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Moxie task for new PlatoForms response received today - your customers will thank you for it!
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PlatoForms + Moxie Integration

Create Moxie deal for new PlatoForms response

Integrating your Moxie with your PlatoForms, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This PlatoForms - Moxie integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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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 PlatoForms Automations from
Integrately Community

Most popularmost-popular-automations
01
PlatoForms logo
Microsoft Excel logo
Create Microsoft Excel row for new PlatoForms response
02
PlatoForms logo
MessageBird logo
Send MessageBird message for new PlatoForms response
03
PlatoForms logo
ClickSend SMS logo
Send ClickSend SMS message for new PlatoForms response
04
PlatoForms logo
Twilio logo
Send Twilio sms for new PlatoForms response
05
PlatoForms logo
SendGrid logo
Send SendGrid email for new PlatoForms response
cloud
PlatoForms
app integration
06
PlatoForms logo
Telnyx logo
Send Telnyx message for new PlatoForms response
07
PlatoForms logo
SMS Idea logo
Send SMS Idea message for new PlatoForms response
08
PlatoForms logo
sms77 logo
Send sms77 message for new PlatoForms response
09
PlatoForms logo
Burst SMS logo
Send Burst SMS message for new PlatoForms response
10
PlatoForms logo
Postmark logo
Send Postmark message for new PlatoForms response
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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in $19.99

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PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.