Moxie + Nimble

Moxie + Nimble integrations

Create new Nimble contacts whenever new clients are created in Moxie

Create new contacts effortlessly in Nimble whenever a new client is added in Moxie. This automation workflow eliminates the manual task of data entry, keeping your customer relationship management system up-to-date. Enjoy a streamlined process that ensures each new Moxie client quickly becomes a new Nimble contact.

When this happens...
Client CreatedTriggers when a new client is created in Moxie.
TriggerInstant
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Moxie and Nimble

Discover other triggers and actions you can use with Moxie and Nimble

Agreement Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
Try It
Agreement Viewed
Triggers when a user views the proposal.
Trigger
Instant
Try It
Client Deleted
Triggers when a client record is deleted in Moxie.
Trigger
Instant
Try It
Task Created
Triggered when a Project Task is created
Trigger
Instant
Try It
Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
Try It

- Form ID
  Required
Trigger
Instant
Try It
Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
Try It

Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
Try It
Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
Instant
Try It
Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
Try It
Project Created
Triggers when a new project is created in Moxie.
Trigger
Instant
Try It
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
Try It
Ticket Comment
Triggers when a comment is created on a ticket
Trigger
Instant
Try It
Ticket Deleted
Triggers when a support ticket is deleted
Trigger
Instant
Try It
Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
Try It
Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
Try It
- Client Name
  Required
- Project Name
  Required
- Deliverable Name
  Required
Action
Write
- Client id
  Required
- Due Date
- Amount
  Required
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Name
  Required
- Description
  Required
- Location
- Busy
  Required
- User Email
Action
Write
- Task name
  Required
- Client name
  Required
- Project name
  Required
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User Email
  Required
- Ticket Number
  Required
- Private Comment
  Required
- Comment
  Required
Action
Write
- Event Id
  Required
Action
Write
- Form Name
  Required
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
- Subject
  Required
- Notes
  Required
- Due_date
  Required
Action
Write

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
Try It
Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
Try It
Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
Try It
Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
Try It
Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
Try It
Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
Try It
Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
Try It
Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
Try It
Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
Try It
Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
Try It
Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
Try It
Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
Try It
Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
Try It
Ticket Updated
Triggers when a support ticket is updated
Trigger
Instant
Try It
Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
Try It
- 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
- Name
  Required
- 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 Name
  Required
- Client Name
  Required
- Template Name
Action
Write
- User Email
  Required
- Ticket Type
  Required
- Subject
  Required
- Comment
  Required
- Due Date
Action
Write
- Start Time
  Required
- End Time
  Required
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Date
  Required
- Amount
  Required
- Currency
  Required
- Paid
  Required
- Reimbursable
  Required
- Markup Percentage
  Required
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search Query
  Required
Action
Search
- Tags
- First_note
- First_note_preview
Action
Write

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 Forms

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

About Nimble

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Zapier Forms

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