Moxie + Trengo Integration

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Popular Moxie + Trengo Workflows

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Moxie + Trengo Integration

Create Trengo ticket for new Moxie deal

Moxie is a great tool for managing customer relationships. However, when an deal is created in Moxie, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Trengo whenever an deal is created in Moxie. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Moxie + Trengo Integration
1.
  • Moxie
    Client is created in Moxie Instant
  • Moxie
    Meeting is scheduled in Moxie Instant
  • Moxie
    Agreement is signed in Moxie Instant
  • Moxie
    Agreement is viewed in Moxie Instant
  • Moxie
    Agreement is sent in Moxie Instant
  • Moxie
    Form is completed in Moxie Instant
  • Moxie
    Payment is recieved in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Meeting is updated in Moxie Instant
  • Moxie
    Task needs approval in Moxie Instant
  • Moxie
    Comment is added on ticket in Moxie Instant
  • Moxie
    Ticket is deleted in Moxie Instant
  • Moxie
    Ticket is closed in Moxie Instant
  • Moxie
    Ticket is updated in Moxie Instant
  • Moxie
    Ticket is created in Moxie Instant
  • Moxie
    Time entry is deleted in Moxie Instant
  • Moxie
    Time entry is updated in Moxie Instant
  • Moxie
    Time entry is created in Moxie Instant
  • Moxie
    Task is deleted in Moxie Instant
  • Moxie
    Task is updated in Moxie Instant
  • Moxie
    Task is created in Moxie Instant
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Project is created in Moxie Instant
  • Moxie
    Opportunity is deleted in Moxie Instant
  • Moxie
    Opportunity is updated in Moxie Instant
  • Moxie
    Opportunity is created in Moxie Instant
  • Moxie
    Meeting is cancelled in Moxie Instant
  • Trengo
    New inbound message is added in Trengo Instant
  • Trengo
    New outbound message is added in Trengo Instant
  • Trengo
    New internal note is added in Trengo Instant
  • Trengo
    Phone call is missed in Trengo Instant
  • Trengo
    Phone call is ended in Trengo Instant
  • Trengo
    Phone call is started in Trengo Instant
  • Trengo
    Ticket is assigned in Trengo Instant
  • Trengo
    Ticket is closed in Trengo Instant
  • Trengo
    Ticket is reopened in Trengo Instant
  • Trengo
    Ticket marked as spam in Trengo Instant
  • Trengo
    Ticket unmarked as spam in Trengo Instant
  • Trengo
    Ticket label is added in Trengo Instant
2.
  • Moxie
    Create form submission in Moxie
  • Moxie
    Create expense in Moxie
  • Moxie
    Delete calendar event in Moxie
  • Moxie
    Create or update calendar event in Moxie
  • Moxie
    Apply payment to invoice in Moxie
  • Moxie
    Create invoice in Moxie
  • Moxie
    Create time entry in Moxie
  • Moxie
    Create opportunity in Moxie
  • Moxie
    Create comment on ticket in Moxie
  • Moxie
    Create ticket in Moxie
  • Moxie
    Approve task/deliverable in Moxie
  • Moxie
    Create task in Moxie
  • Moxie
    Create project in Moxie
  • Moxie
    Search contact in Moxie
  • Moxie
    Create contact in Moxie
  • Moxie
    Search client in Moxie
  • Moxie
    Create client in Moxie
  • Trengo
    Send a message in Trengo
  • Trengo
    Send a WhatsApp message template in Trengo
  • Trengo
    Send message to ticket in Trengo
  • Trengo
    Send media message to ticket in Trengo
  • Trengo
    Create a ticket in Trengo
  • Trengo
    Reopen a ticket in Trengo
  • Trengo
    Attach a label in Trengo
  • Trengo
    Assign a ticket in Trengo
  • Trengo
    Close ticket in Trengo
  • Trengo
    Mark ticket as spam in Trengo
  • Trengo
    Unmark ticket as spam in Trengo
  • Trengo
    Mark a ticket as favorite in Trengo
  • Trengo
    Unmark a ticket as favorite in Trengo
  • Trengo
    Create a user in Trengo
  • Trengo
    Log a phone call in Trengo
  • Trengo
    Create contact in Trengo
  • Trengo
    Search contact in Trengo
  • Trengo
    Get contact by ID in Trengo
  • Trengo
    Update contact in Trengo
  • Trengo
    Delete contact in Trengo
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