InfluencerSoft + Moxie

InfluencerSoft + Moxie integrations

Create opportunities in Moxie for new leads in InfluencerSoft

Whenever a new lead comes in through InfluencerSoft, this streamlined workflow instantly creates an opportunity in Moxie. No more wasted time transferring details manually between apps. Stay ahead with efficient lead management and never miss a potential business opportunity with Moxie again.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create OpportunityCreate a new pipeline opportunity
ActionWrite

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More things you can do with InfluencerSoft and Moxie

Discover other triggers and actions you can use with InfluencerSoft and Moxie

Added to List
Triggers when a lead is added to any list.
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New Order
Triggers when a new order is created.
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Instant
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- Lead tag
  Required
- Lead email
  Required
Action
Write
- Customer Email
  Required
- Product Name
  Required
- Product Price
- Coupon
- Customer VAT ID
- Order Created at
- Order Paid at
- Order Status
- Order Сonfirmed
- Payment method
- Order IP
- Order Tag
- Note
- Order Sales Manager
- Affiliate
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
- Customer First Name
- Customer Last Name
- Customer Middle Name
- Customer Phone
- Customer billing address 1
- Customer billing address 2
- Customer billing city
- Customer billing state
- Customer billing zip
- Customer billing country code
- Customer shipping / Name
- Customer shipping / Phone
- Customer shipping address 1
- Customer shipping address 2
- Customer shipping city
- Customer shipping state
- Customer shipping zip
- Customer shipping country code
Action
Write
- Lead tag
  Required
- Lead email
  Required
Action
Write

Agreement Sent
Triggers when a proposal is sent either via link or email.
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Instant
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Agreement Viewed
Triggers when a user views the proposal.
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Instant
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Client Deleted
Triggers when a client record is deleted in Moxie.
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Instant
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Task Created
Triggered when a Project Task is created
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Instant
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Task Updated
Triggered with a Project Task is updated.
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Instant
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- Form ID
  Required
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Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
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Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
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Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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Instant
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Project Created
Triggers when a new project is created in Moxie.
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Instant
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
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Instant
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
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Instant
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Ticket Comment
Triggers when a comment is created on a ticket
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Instant
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Ticket Deleted
Triggers when a support ticket is deleted
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Instant
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Time Worked Created
Triggers when a new time worked entry is created.
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Time Worked Updated
Triggers when a time worked entry has been updated.
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- Client Name
  Required
- Project Name
  Required
- Deliverable Name
  Required
Action
Write
- Client id
  Required
- Due Date
- Amount
  Required
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Name
  Required
- Description
  Required
- Location
- Busy
  Required
- User Email
Action
Write
- Task name
  Required
- Client name
  Required
- Project name
  Required
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User Email
  Required
- Ticket Number
  Required
- Private Comment
  Required
- Comment
  Required
Action
Write
- Event Id
  Required
Action
Write
- Form Name
  Required
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write

New Lead
Triggers when a new lead is created.
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Instant
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New Purchase
Triggers when a product is purchased.
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Instant
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- Add to List
- Remove from list
- Add tag
- Remove tag
- Lead email
- Lead first name
- Lead last name
- Lead middle name
- Lead phone
- Lead billing address 1
- Lead billing address 2
- Lead billing city
- Lead billing state
- Lead billing zip
- Lead billing country code
- Lead shipping address 1
- Lead shipping address 2
- Lead shipping city
- Lead shipping state
- Lead shipping zip
- Lead shipping country code
- Lead points
- Lead timezone (utc)
- Lead description
- Lead personal manager
- Lead Facebook
- Lead Instagram
- Lead WhatsApp
- Lead LinkedIn
- Lead Telegram
- Lead Viber
- Lead Vkontakte
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
Action
Write
- List
  Required
- Lead email
  Required
Action
Write
- Lead email
  Required
Action
Write
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
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Instant
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Client Created
Triggers when a new client is created in Moxie.
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Client Updated
Triggers when a client record is updated in Moxie.
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Instant
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Task Deleted
Triggered when a Project Task is deleted
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Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
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Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
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Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
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Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
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Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
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Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
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Instant
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Project Updated
Triggers when the settings for a project are updated.
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Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
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Instant
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Ticket Closed
Triggers and a support ticket is closed
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Instant
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Ticket Created
Triggers when a new support ticket is created
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Instant
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Ticket Updated
Triggers when a support ticket is updated
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Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
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Instant
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- Invoice Number
  Required
- Client Name
- Payment date
  Required
- Amount
  Required
- Payment Type
- Reference Number
- Memo
Action
Write
- Client Name
  Required
- Record Type
  Required
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- Name
  Required
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Project Name
  Required
- Client Name
  Required
- Template Name
Action
Write
- User Email
  Required
- Ticket Type
  Required
- Subject
  Required
- Comment
  Required
- Due Date
Action
Write
- Start Time
  Required
- End Time
  Required
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Date
  Required
- Amount
  Required
- Currency
  Required
- Paid
  Required
- Reimbursable
  Required
- Markup Percentage
  Required
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search Query
  Required
Action
Search

About InfluencerSoft

InfluencerSoft is a platform for selling digital products & courses online.

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Related categories

Education

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

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Related categories

CRM (Customer Relationship Management)

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