Enter the Form ID exactly as it appears in Moxie

Will try to match either the client name or the email of a contact for the client.

Must match exactly the invoice number in Moxie

Client name is required when invoice numbers are not globally unique in your workspace.

Payment amount - cannot be more than the current amount owed on the invoice.

The "id" field of the client.  This can be found by using either the Create or Find Client actions.

The date the invoice is due.  If left blank, the due date will be set based on the pre-configured Client Terms within Hectic.

Email address of the contact the invoice should be sent to.  If none is provided, the invoice will be stored in Hectic in a Draft state.

Optional - The stage name in your pipeline to place the opportunity into.  Must match exactly.

Optional - The name of an existing client you want to associate this opportunity with.

The name of the client record.  Must match an existing client exactly or the "Create Client" flag must be set to true.

Name of a an active project.  Must match exactly to an existing project or will be ignored.  If the "Create Project" boolean is set a new project will be created if a matching project is not found.

Must match an existing deliverable name or will be ignored.  If the "Create Deliverable" boolean is true, a new deliverable will be created if there is a matching project.

Boolean to create a client if one isn't found.

Create a project if one is not found with the name provided.

Create a deliverable if one isn't found for the client and project specified.

The email of the user in Hectic to associate this time entry to.  If not provided, the account owner is specified.

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

Moxie

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

Moxie Integrations

Moxie Help & Support

About Moxie

Related categories

Similar apps

Zapier Interfaces