Email by Zapier + Moxie

Email by Zapier + Moxie integrations

Send outbound emails in Email by Zapier when new agreements are signed in Moxie

When an agreement is signed in Moxie, ensure that a corresponding outbound email is dispatched swiftly with this automated workflow. It utilizes Moxie's agreement signed feature and Email by Zapier's outbound email function to streamline communication processes. This automation not only enhances efficiency but also eliminates manual work, giving you more time to focus on key tasks that require your attention. Get started with this simple yet efficient solution and experience smoother operations.

When this happens...
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
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automatically do this!
Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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More things you can do with Moxie and Email by Zapier

Discover other triggers and actions you can use with Moxie and Email by Zapier

Agreement Sent
Triggers when a proposal is sent either via link or email.
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Agreement Viewed
Triggers when a user views the proposal.
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Client Deleted
Triggers when a client record is deleted in Moxie.
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Instant
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Task Created
Triggered when a Project Task is created
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Task Updated
Triggered with a Project Task is updated.
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Instant
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- Form ID
  Required
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Meeting Cancelled
Triggers when a meeting is cancelled
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Meeting Updated
Triggers when a meeting is updated or rescheduled
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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Instant
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Project Created
Triggers when a new project is created in Moxie.
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
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Instant
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
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Ticket Comment
Triggers when a comment is created on a ticket
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Ticket Deleted
Triggers when a support ticket is deleted
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Time Worked Created
Triggers when a new time worked entry is created.
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Time Worked Updated
Triggers when a time worked entry has been updated.
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- Client Name
  Required
- Project Name
  Required
- Deliverable Name
  Required
Action
Write
- Client id
  Required
- Due Date
- Amount
  Required
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Name
  Required
- Description
  Required
- Location
- Busy
  Required
- User Email
Action
Write
- Task name
  Required
- Client name
  Required
- Project name
  Required
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User Email
  Required
- Ticket Number
  Required
- Private Comment
  Required
- Comment
  Required
Action
Write
- Event Id
  Required
Action
Write
- Form Name
  Required
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write
- Account_wide_copy
- Email address type
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

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

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

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About Moxie

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

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Related categories

CRM (Customer Relationship Management)

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