Connect Akiflow to Moxie and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Akiflow

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Moxie

An action is what takes place after the automation is triggered. For example, with Moxie, the action could be "Apply Payment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Akiflow to Moxie

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Triggers and actions are the main components of every automated workflow.

Make work flow with AI

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Connect Akiflow and Moxie to integrate crucial parts of your business

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Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Title
  Required
- Status
- Date
- Datetime
- Duration
- Priority
- Daily Goal
- Due Date
- Description
- Label
- Link
- Unique Identifier (advanced)
- List (Deprecated, use the "Label" field)
Action
Write
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
Try It
Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
Try It
Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
Try It

Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
Try It
Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
Try It

Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
Try It
Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
Try It
Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
Try It
Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
Try It
Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
Try It
Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
Try It
Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
Try It
Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
Try It
Ticket Updated
Triggers when a support ticket is updated
Trigger
Instant
Try It
Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
Try It
- Invoice Number
  Required
- Client Name
- Date
- 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
- Client Name
  Required
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Lead source
- Website
- Note
Action
Write
- Client Name
  Required
- Client Name
- Template Name
Action
Write
- User Email
- Ticket Type
  Required
- Subject
  Required
- Comment
  Required
- Due date
Action
Write
- Start Time
  Required
- End Time
  Required
- Client Name
- Project Name
  Required
- Deliverable Name
  Required
- Note
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Date
- Amount
  Required
- Currency
  Required
- Paid
  Required
- Reimbursable
  Required
- Markup Percentage
  Required
- Category
- Bill / Invoice Number
- Description
- Note
- Vendor Name
- Client Name
Action
Write
- Search Query
  Required
Action
Search

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

Learn how to automate Akiflow on the Zapier blog

About Akiflow

Akiflow is an app that allows you to collect tasks from multiple sources and plan them.

Learn more Help

Related categories

Productivity

About Moxie

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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