Flodesk + Moxie

Flodesk + Moxie integrations

Manage new Moxie opportunities by adding subscribers to a Flodesk segment

When a new opportunity is created in Moxie, streamline your email marketing efforts by swiftly adding this new contact to a specific segment in your Flodesk account. This workflow enhances your efficiency, allowing you to focus more on nurturing these opportunities rather than managing the manual data entry. Benefit from a more organized and effective email marketing strategy with this seamless integration between Moxie and Flodesk.

When this happens...
Opportunity CreatedTriggered with a pipeline opportunity is created
TriggerInstant
automatically do this!
Add Existing Subscriber to SegmentAdds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.
ActionWrite

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More things you can do with Moxie and Flodesk

Discover other triggers and actions you can use with Moxie and Flodesk

Agreement Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Agreement Viewed
Triggers when a user views the proposal.
Trigger
Instant
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Client Deleted
Triggers when a client record is deleted in Moxie.
Trigger
Instant
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Task Created
Triggered when a Project Task is created
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Instant
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Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
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- Form ID
  Required
Trigger
Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
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Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
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Project Created
Triggers when a new project is created in Moxie.
Trigger
Instant
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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
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Ticket Comment
Triggers when a comment is created on a ticket
Trigger
Instant
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Ticket Deleted
Triggers when a support ticket is deleted
Trigger
Instant
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Time Worked Created
Triggers when a new time worked entry is created.
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Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
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Instant
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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
- Segment
  Required
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
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- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
- Segment
  Required
Action
Write
- Email
  Required
Action
Write

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
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Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
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Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
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Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
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Ticket Created
Triggers when a new support ticket is created
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Instant
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Ticket Updated
Triggers when a support ticket is updated
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Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
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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
Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
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- Email
  Required
- Segment
  Required
Action
Write
- Segment
  Required
- Email
  Required
- First Name
- Last Name
- Double opt-in
- Opt-in IP Address
- Opt-in Timestamp
Action
Write
- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
Action
Search

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

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Related categories

Email Newsletters

About Moxie

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Flodesk + Moxie

Flodesk + Moxie

Manage new Moxie opportunities by adding subscribers to a Flodesk segment

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