Sign inGet started
Docs
Get started

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 ClientCreateCreate client in Moxie.
List ClientsReadRun a list clients action in Moxie.
Search ClientsReadRun a search clients action in Moxie.
Create ContactCreateCreate contact in Moxie.
Search ContactsReadRun a search contacts action in Moxie.
List Email TemplatesReadRun a list email templates action in Moxie.
Create ExpenseCreateCreate expense in Moxie.
List Form NamesReadRun a list form names action in Moxie.
Create Form SubmissionCreateCreate form submission in Moxie.
Create InvoiceCreateCreate invoice in Moxie.
Apply Payment to InvoiceCreateRun an apply payment to invoice action in Moxie.
List Invoice TemplatesReadRun a list invoice templates action in Moxie.
Create OpportunityCreateCreate opportunity in Moxie.
Search Payable InvoicesReadRun a search payable invoices action in Moxie.
List Pipeline StagesReadRun a list pipeline stages action in Moxie.

Frequently Asked Questions

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

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Moxie integration end to end. You tell us what you need and we deliver a working, production-ready connection.

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.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.