Moxie + Workfacta Integration
Connect Moxie to Workfacta in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Moxie Instant- Agreement is viewed in Moxie Instant
- Agreement is signed in Moxie Instant
- Meeting is scheduled in Moxie Instant
- Meeting is updated in Moxie Instant
- Meeting is cancelled in Moxie Instant
- Opportunity is created in Moxie Instant
- Opportunity is updated in Moxie Instant
- Opportunity is deleted in Moxie Instant
- Project is created in Moxie Instant
- Project is updated in Moxie Instant
- Project is completed in Moxie Instant
- Agreement is sent in Moxie Instant
- Task is updated in Moxie Instant
- Task needs approval in Moxie Instant
- Task is deleted in Moxie Instant
- Time entry is created in Moxie Instant
- Time entry is updated in Moxie Instant
- Time entry is deleted in Moxie Instant
- Ticket is created in Moxie Instant
- Ticket is updated in Moxie Instant
- Ticket is closed in Moxie Instant
- Ticket is deleted in Moxie Instant
- Comment is added on ticket in Moxie Instant
- Client is created in Moxie Instant
- Client is updated in Moxie Instant
- Client is deleted in Moxie Instant
- Invoice is sent in Moxie Instant
- Payment is recieved in Moxie Instant
- Form is completed in Moxie Instant
2.
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Create Google Sheets row for new Moxie contact
Create Google Sheets row for new Moxie deal
Create Moxie contact for new Google Sheets row
Create HubSpot contact for new Moxie contact
Create HubSpot deal from new Moxie contact
Create Google Sheets row for new Moxie contact
Create Google Sheets row for new Moxie deal
Create Moxie contact for new Google Sheets row
Create HubSpot contact for new Moxie contact
Create HubSpot deal from new Moxie contact
Create Upnify client for new Moxie contact
Create Moxie contact for new Upnify client
Create Moxie deal from new Upnify client
Create Moxie deal for new Upnify opportunity
Create Moxie task for new Upnify client
Create Upnify client for new Moxie contact
Create Moxie contact for new Upnify client
Create Moxie deal from new Upnify client
Create Moxie deal for new Upnify opportunity
Create Moxie task for new Upnify client
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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.
Workfacta
Workfacta helps convert business plans into actions, align teams to the business strategy, run integrated meetings to review critical business items, monitor team performance, and facilitate decision-making with data.
