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Connect Copper to Moxie

Move data between Copper and Moxie the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Copper triggers
11
Copper actions
20
Moxie triggers
32
Moxie actions
45

Automation ideas

What you can build with Copper and Moxie

A few flows teams run between Copper and Moxie. Use one as a starting point, or build your own from scratch.

  • New Activity in Copper creates Create a Client in Moxie

    Triggers when a new activity is logged

  • Client Created in Moxie creates Create Person in Copper

    Triggered when a new client is created.

  • New Activity in Copper creates Create a Contact in Moxie

    Triggers when a new activity is logged

  • Client Created in Moxie creates Update Person in Copper

    Triggered when a new client is created.

  • New Activity in Copper creates Create a Task in Moxie

    Triggers when a new activity is logged

  • Client Created in Moxie creates Create Lead in Copper

    Triggered when a new client is created.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Copper and acts in Moxie, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.