Moxie Integrations

CRM (Customer Relationship Management)

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Gmail

Email, Google

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

Slack

Team Chat

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Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Notion

Task Management

ActiveCampaign

Marketing Automation

Gmail

Email, Google

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

Gmail

Email, Google

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Notion

Task Management

ActiveCampaign

Marketing Automation

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Quickly automate Moxie integrations with Zapier's templates

Create tasks in ClickUp when new proposals are signed in Moxie
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Moxie + ClickUp
Create times worked in Hectic from new time entries in Toggl
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Moxie
Create tasks in Any.do Personal for new projects in Moxie
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Moxie + Any.do Personal
Create new Moxie clients from new or updated Google Contacts
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Google Contacts + Moxie
Create Moxie form submissions from new Webflow form submissions
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Webflow + Moxie
Create new clients in Moxie when new items are added to a board in monday.com
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monday.com + Moxie

Create tasks in ClickUp when new proposals are signed in Moxie

Moxie + ClickUp

Create times worked in Hectic from new time entries in Toggl

Moxie

Create tasks in Any.do Personal for new projects in Moxie

Moxie + Any.do Personal

Create new Moxie clients from new or updated Google Contacts

Google Contacts + Moxie

Create Moxie form submissions from new Webflow form submissions

Webflow + Moxie

Create new clients in Moxie when new items are added to a board in monday.com

monday.com + Moxie

Supported triggers and actions

What does this mean?

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.
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Instant
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Client Deleted
Triggers when a client record is deleted in Hectic.
Trigger
Instant
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Deliverable Created
Triggered when a Project Task / Deliverable is created
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Instant
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Deliverable Updated
Triggered with a Deliverable (Project Task) is updated.
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Instant
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- Form IDRequired
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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 Hectic.
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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Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- Client NameRequired
- Record TypeRequired
- 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
- NameRequired
- 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
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
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 Hectic.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Hectic.
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Instant
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Deliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Trigger
Instant
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Deliverable 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 Hectic.
Trigger
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
Trigger
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 Hectic.
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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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Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search

About Moxie

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

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