Moxie Integrations

CRM (Customer Relationship Management)

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Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

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Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Notion

Task Management

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Asana

Project Management

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Notion

Task Management

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Notion

Task Management

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Asana

Project Management

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Quickly automate Moxie integrations with Zapier's templates

Create new Moxie clients from new Calendly invitees
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Calendly + Moxie
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 Moxie clients from new Calendly invitees

Calendly + 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

Supported triggers and actions

What does this mean?

Client Created
Triggers when a new client is created in Hectic.
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Instant
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Client Updated
Triggers when a client record is updated in Hectic.
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Deliverable Deleted
Triggered when a Deliverable / Project Task is deleted
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Deliverable 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 Hectic.
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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 Hectic.
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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
Triggers when a proposal is accepted and signed with e-signature.
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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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- 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

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.
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Instant
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Proposal Sent
Triggers when a proposal is sent either via link or email.
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Instant
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Proposal Viewed
Triggers when a user views the proposal.
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Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
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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

About Moxie

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Popular Moxie Integrations