Moxie Integrations

CRM (Customer Relationship Management)

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ClickUp

Project Management

Google Drive

File Management & Storage, Google

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Notion

Task Management

MailerLite

Marketing Automation

Asana

Project Management

HubSpot

Marketing Automation

ClickUp

Project Management

Google Drive

File Management & Storage, Google

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Notion

Task Management

ClickUp

Project Management

Google Drive

File Management & Storage, Google

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Notion

Task Management

MailerLite

Marketing Automation

Asana

Project Management

HubSpot

Marketing Automation

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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 form submissions in Moxie for new forms in Wix
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Wix + Moxie
Create new Moxie clients from new Squarespace form submissions
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Squarespace + Moxie
Create new Moxie form submissions from new Jotform submissions
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Jotform + Moxie

Create opportunities in Moxie for new form submissions in Squarespace
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Squarespace + Moxie

Create tasks in ClickUp when new proposals are signed in Moxie
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Moxie + ClickUp

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

Toggl Track + Moxie

Create form submissions in Moxie for new forms in Wix

Wix + Moxie

Create new Moxie clients from new Squarespace form submissions

Squarespace + Moxie

Create new Moxie form submissions from new Jotform submissions

Jotform + Moxie

Create opportunities in Moxie for new form submissions in Squarespace

Squarespace + Moxie

Create tasks in ClickUp when new proposals are signed in Moxie

Moxie + ClickUp

Supported triggers and actions

What does this mean?

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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- Form IDRequired
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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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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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Instant
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Ticket Deleted
Triggers when a support ticket is deleted
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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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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
- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
Action
Write
- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
Action
Write
- Event IdRequired
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 Moxie.
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Client Updated
Triggers when a client record is updated in Moxie.
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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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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.
Trigger
Instant
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Ticket Closed
Triggers and a support ticket is closed
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Instant
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Ticket Created
Triggers when a new support ticket is created
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Instant
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Ticket Updated
Triggers when a support ticket is updated
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Instant
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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 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
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
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

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