MoveEasy and MoxiWorks have an integration which makes it easier than ever to send out your invitations to MoveEasy to your clients! These will be sent to your clients automatically when you move your transaction in Moxi to the pending stage of the sales flow.
To Use Moxi MoveEasy Integration
Find your client under My People on Moxi's dashboard.
Select My People from the drop down list.
Find your client from the list.
Once you find your client you can move the transaction through the sales flow.
When you move this to Pending the invitation will be sent out 48 hours later.