Moxie + RepairShopr Integration

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Popular Moxie + RepairShopr Workflows

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Moxie + RepairShopr Integration

Create RepairShopr customer for new Moxie contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Moxie - RepairShopr integration, anytime a new Moxie contact is created, an RepairShopr customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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RepairShopr + Moxie Integration

Create Moxie contact for new RepairShopr customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this RepairShopr - Moxie integration, anytime a new RepairShopr customer is created, an Moxie contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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RepairShopr + Moxie Integration

Create Moxie deal from new RepairShopr customer

Anytime a new customer is created in your RepairShopr, a new deal will automatically be created in your Moxie. This ensures that all of your deal are linked to the right customer, and that you never miss an opportunity to follow up with a new lead.

This RepairShopr - Moxie integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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RepairShopr + Moxie Integration

Create Moxie task for new RepairShopr customer

In RepairShopr, when you create a customer, it automatically creates a task in Moxie for that customer. 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 customer on their customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Moxie + RepairShopr Integration
1.
  • Moxie
    Project 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
  • 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
    Client is created in Moxie Instant
  • Moxie
    Project 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
  • RepairShopr
    Customer is created in RepairShopr Instant
  • RepairShopr
    Payment is created in RepairShopr Instant
  • RepairShopr
    Ticket status is changed in RepairShopr Instant
  • RepairShopr
    Ticket is created in RepairShopr Instant
  • RepairShopr
    Ticket is Resolved in RepairShopr Instant
  • RepairShopr
    Invoice is created in RepairShopr Instant
2.
  • Moxie
    Create form submission in Moxie
  • 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 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 comment on ticket in Moxie
  • RepairShopr
    Create customer in RepairShopr
  • RepairShopr
    Search customer in RepairShopr
  • RepairShopr
    Update customer in RepairShopr
  • RepairShopr
    Create ticket in RepairShopr
  • RepairShopr
    Update ticket in RepairShopr
  • RepairShopr
    Search ticket in RepairShopr
  • RepairShopr
    Create lead in RepairShopr
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