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Automate tasks across Moxie with Salesforce

We work with you to understand your business processes, and automate all work between Moxie and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Moxie and Salesforce.

Send a Salesforce notification when Moxie receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Moxie.Get Started
Copy new customer details from Moxie into Salesforce.Get Started
Update the matching Salesforce item when a Moxie status changes.Get Started
Start a review in Salesforce when Moxie flags an exception.Get Started
Summarize new Moxie activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with Moxie and Salesforce using our 46 actions.
Can’t find what you need? Let us know.

Create ClientCreateCreates a new client in Moxie.
List ClientsReadRetrieves clients from Moxie.
Search ClientsReadFinds clients in Moxie.
Create ContactCreateCreates a new contact in Moxie.
Search ContactsReadFinds contacts in Moxie.
List Email TemplatesReadRetrieves email templates from Moxie.
Create ExpenseCreateCreates a new expense in Moxie.
List Form NamesReadRetrieves form names from Moxie.
Create Form SubmissionCreateCreates a new form submission in Moxie.
Create InvoiceCreateCreates a new invoice in Moxie.
Apply Payment to InvoiceCreateApplies a payment to an invoice in Moxie.
List Invoice TemplatesReadRetrieves invoice templates from Moxie.
Create OpportunityCreateCreates a new opportunity in Moxie.
Search Payable InvoicesReadFinds payable invoices in Moxie.
List Pipeline StagesReadRetrieves pipeline stages from Moxie.

Frequently Asked Questions

Common questions about working with MindCloud on your Moxie and Salesforce integration.

Apps are the systems your business runs on, like Moxie and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Moxie with the apps your team already uses, or browse every Moxie and Salesforce integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Ready to start? We're here to help.

Take your first steps with MindCloud to start fully automating your Moxie workflows.

Talk to an integration specialist iconTalk to an integration specialistWe work with you to understand your requirements and implement a robust Moxie integration solution.Read our docs iconRead our docsOur Universal API makes it easier than ever to read, write, update and delete your records in Moxie.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.