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GoProposal + Moxie

Create new Moxie clients from newly created GoProposal proposals

Streamline your client onboarding process with this efficient workflow. When a new proposal is generated in GoProposal, it instantly creates a client in Moxie. This automation not only saves time but also ensures accurate data transfer between the systems. So you can focus more on strategic tasks rather than manual data entry.

When this happens...
New Proposal CreatedTriggers when any proposal (live or draft) is created in GoProposal.
TriggerInstant
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Create ClientCreates a new client record in Hectic
ActionWrite

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More things you can do with GoProposal and Moxie

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

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted in GoProposal.
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Instant
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New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
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Instant
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New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Trigger
Instant
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Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
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Instant
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Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
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Instant
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Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
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Instant
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Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
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Agreement Sent
Triggers when a proposal is sent either via link or email.
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Instant
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Agreement Viewed
Triggers when a user views the proposal.
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Instant
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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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Instant
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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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Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
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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.
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Instant
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Project Created
Triggers when a new project is created in Moxie.
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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
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
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Instant
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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

New Contact Created
Triggers when a new contact is created in GoProposal.
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Contact Updated
Triggers when a contact is updated in GoProposal.
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Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
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Instant
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New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
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Instant
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Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
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Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
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Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
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Instant
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Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
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Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
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Client Created
Triggers when a new client is created in Moxie.
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Instant
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Client Updated
Triggers when a client record is updated in Moxie.
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Instant
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Task Deleted
Triggered when a Project Task is deleted
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Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
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Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
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Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
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Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
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Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
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Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
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Instant
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Project Updated
Triggers when the settings for a project are updated.
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Instant
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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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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

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

HelpHelp

Related categories

Proposal & Invoice Management

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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