Connect Salesforce to Moxie
Move data between Salesforce 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.
- Salesforce triggers
- 9
- Salesforce actions
- 27
- Moxie triggers
- 22
- Moxie actions
- 12
Automation ideas
What you can build with Salesforce and Moxie
A few flows teams run between Salesforce and Moxie. Use one as a starting point, or build your own from scratch.
New Case Attachment in Salesforce creates Create a Client in Moxie
Fires when a new Attachment or File is added to any Case record.
Client Created in Moxie creates Add Contact to Campaign in Salesforce
Triggered when a new client is created.
New Case Attachment in Salesforce creates Create a Contact in Moxie
Fires when a new Attachment or File is added to any Case record.
Client Created in Moxie creates Add File to Record in Salesforce
Triggered when a new client is created.
New Case Attachment in Salesforce creates Create a Task in Moxie
Fires when a new Attachment or File is added to any Case record.
Client Created in Moxie creates Add Lead to Campaign in Salesforce
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.
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