HomeASAP Leads + Moxie Integrations

See the kind of workflows teams build with HomeASAP Leads and Moxie below — describe the exact one you want above and the Agent builds it on demand.

HomeASAP Leads + Moxie When a new lead arrives in HomeASAP Leads, create a client profile in Moxie. See details

Sync newly created leads across CRM platforms When a new lead is captured in HomeASAP Leads, automatically create or update the matching contact in Moxie to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Moxie, update the corresponding opportunity stage in HomeASAP Leads for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in HomeASAP Leads, log a status update activity on the corresponding account record in Moxie. See details

Browse the full workflow library →

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Triggers & actions for HomeASAP Leads and Moxie

Everything HomeASAP Leads and Moxie can do inside a workflow — the triggers that start one and the actions that run when it fires.

HomeASAP Leads Explore HomeASAP Leads →

A lead management and CRM solution for real estate professionals to capture, track, and nurture client leads.

Triggers

New Lead

Triggers when a new lead is created.

Moxie Explore Moxie →

Moxie is a business management platform designed for freelancers and small agencies to manage client proposals, projects, and invoicing.

Triggers

Agreement Sent

Triggers when a proposal is sent either via link or email.

Agreement Signed

Triggers when an agreement is accepted and signed with e-signature.

Agreement Viewed

Triggers when a user views the proposal.

Client Created

Triggers when a new client is created in Moxie.

Client Deleted

Triggers when a client record is deleted in Moxie.

Client Updated

Triggers when a client record is updated in Moxie.

Actions

Apply Payment

Apply payment to open invoice

Approve Task

Approve a task and move it from the Client Approval status to the next status in the Kanban

Create Client

Creates a new client record in Hectic

Create & Optionally Send Invoice

Create an invoice for a client and optionally send it via Hectic Mail.

Create Opportunity

Create a new pipeline opportunity

Create or Update Calendar Event

Create or update a calendar event in Moxie

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