Moxie Integrations

Name: Zapier
Availability: InStock

Do more with Moxie integrations

Zapier lets you connect Moxie with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Google Drive

File Management & Storage, Google

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

MailerLite

Marketing Automation

Flodesk

Email Newsletters

Mailchimp

Email Newsletters

Calendly

Scheduling & Booking

systeme.io

Marketing

Stripe

Payment Processing

Google Drive

File Management & Storage, Google

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

MailerLite

Marketing Automation

Flodesk

Email Newsletters

Mailchimp

Email Newsletters

Google Drive

File Management & Storage, Google

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

MailerLite

Marketing Automation

Flodesk

Email Newsletters

Mailchimp

Email Newsletters

Calendly

Scheduling & Booking

systeme.io

Marketing

Stripe

Payment Processing

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Moxie integrations with Zapier's templates

Log new Toggl Track time entries by creating times worked in Moxie
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Toggl Track + Moxie
Create Moxie times worked for new Clockify time entries
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Clockify + Moxie
Create opportunities in Moxie for new form submissions in Squarespace Forms
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Squarespace Forms + Moxie
Create new Moxie clients from newly created Cal.com bookings
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Cal.com + Moxie
Create new Toggl Track projects whenever new clients are added in Moxie
Details
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Moxie + Toggl Track
Create Moxie form submissions from new Webflow form submissions
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Webflow + Moxie

Log new Toggl Track time entries by creating times worked in Moxie

Details

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Toggl Track + Moxie

Create Moxie times worked for new Clockify time entries

Details

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Clockify + Moxie

Create opportunities in Moxie for new form submissions in Squarespace Forms

Details

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Squarespace Forms + Moxie

Create new Moxie clients from newly created Cal.com bookings

Details

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Cal.com + Moxie

Create new Toggl Track projects whenever new clients are added in Moxie

Details

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Moxie + Toggl Track

Create Moxie form submissions from new Webflow form submissions

Details

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Webflow + Moxie

Create new Moxie clients from new Squarespace Forms form submissions

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Squarespace Forms + Moxie

Create or update calendar events in Moxie for new Calendly invitees

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Calendly + Moxie

Create new ClickUp folders for every new client created in Moxie

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Moxie + ClickUp

Create tasks in ClickUp when new proposals are signed in Moxie

Details

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Moxie + ClickUp

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

Details

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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 new Moxie clients from new Squarespace Forms form submissions
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Squarespace Forms + Moxie
Create or update calendar events in Moxie for new Calendly invitees
Details
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Calendly + Moxie
Create new ClickUp folders for every new client created in Moxie
Details
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Moxie + ClickUp
Create tasks in ClickUp when new proposals are signed in Moxie
Details
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Moxie + ClickUp
Create tasks in Any.do Personal for new projects in Moxie
Details
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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

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Trigger
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
Trigger
Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
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.
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 Name
- Project Name
  Required
- Deliverable Name
  Required
Action
Write
- Client id
  Required
- Due Date
- Amount
  Required
- Description
- Note
- Send to
Action
Write
- Event ID
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Name
  Required
- Description
- Location
- Busy
  Required
- User Email
Action
Write
- Client Name
  Required
- Client Name
- Project Name
  Required
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User Email
- Ticket Number
  Required
- Private Comment
  Required
- Comment
  Required
Action
Write
- Event ID
Action
Write
- Form Name
  Required
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Note
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
Trigger
Instant
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Ticket Updated
Triggers when a support ticket is updated
Trigger
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
- Client Name
  Required
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Lead source
- Website
- Note
Action
Write
- Client Name
  Required
- Client Name
- Template Name
Action
Write
- User Email
- Ticket Type
  Required
- Subject
  Required
- Comment
  Required
- Due date
Action
Write
- Start Time
  Required
- End Time
  Required
- Client Name
- Project Name
  Required
- Deliverable Name
  Required
- Note
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Payment date
  Required
- Amount
  Required
- Currency
  Required
- Paid
  Required
- Reimbursable
  Required
- Markup Percentage
  Required
- Category
- Bill / Invoice Number
- Description
- Note
- Vendor Name
- Client Name
Action
Write
- Search Query
  Required
Action
Search

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Moxie Integrations

Do more with Moxie integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Moxie integrations with Zapier's templates

Log new Toggl Track time entries by creating times worked in Moxie

Create Moxie times worked for new Clockify time entries

Create opportunities in Moxie for new form submissions in Squarespace Forms

Create new Moxie clients from newly created Cal.com bookings

Create new Toggl Track projects whenever new clients are added in Moxie

Create Moxie form submissions from new Webflow form submissions

Log new Toggl Track time entries by creating times worked in Moxie

Create Moxie times worked for new Clockify time entries

Create opportunities in Moxie for new form submissions in Squarespace Forms

Create new Moxie clients from newly created Cal.com bookings

Create new Toggl Track projects whenever new clients are added in Moxie

Create Moxie form submissions from new Webflow form submissions

Create new Moxie clients from new Squarespace Forms form submissions

Create or update calendar events in Moxie for new Calendly invitees

Create new ClickUp folders for every new client created in Moxie

Create tasks in ClickUp when new proposals are signed in Moxie

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

Create new Moxie clients from new or updated Google Contacts

Create new Moxie clients from new Squarespace Forms form submissions

Create or update calendar events in Moxie for new Calendly invitees

Create new ClickUp folders for every new client created in Moxie

Create tasks in ClickUp when new proposals are signed in Moxie

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

Create new Moxie clients from new or updated Google Contacts

Supported triggers and actions