SimplyMeet.me + Moxie Integration

Connect SimplyMeet.me to Moxie in 1 click

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Popular SimplyMeet.me + Moxie Workflows

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SimplyMeet.me + Moxie Integration

Create Moxie task for new SimplyMeet.me meeting

Creating task in Moxie is a great way to keep track of task that need to be completed when an meeting is created in your SimplyMeet.me account.

With the help of this integration, when an meeting is created, a task will be automatically created in Moxie and will include the details of the meeting (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new meeting. You can then simply assign the task to someone on your team and they can get started!
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SimplyMeet.me + Moxie Integration

Create Moxie deal for new SimplyMeet.me meeting

In your business, you may need to track when someone is invited to an meeting. You can do this by creating a deal in Moxie.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an meeting is created in SimplyMeet.me, it will trigger a corresponding deal creation in Moxie.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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SimplyMeet.me + Moxie Integration
1.
  • SimplyMeet.me
    Meeting is scheduled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is canceled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is rescheduled in SimplyMeet.me Instant
  • 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.
  • 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
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate SimplyMeet.me & Moxie In 1 Click
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