Moxie + Simplero

Moxie + Simplero integrations

Create new Moxie clients from new Simplero subscriptions

Streamline your workflow between Simplero and Moxie with this seamless automation. When a new subscription occurs in Simplero, it will immediately create a client in Moxie. This helps you efficiently manage your client base in an organized manner and saves you valuable time, allowing you to focus more on growing your business.

When this happens...
New SubscriptionTriggered when someone subscribes to a list.
TriggerInstant
automatically do this!
Create ClientCreates a new client record in Hectic
ActionWrite

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More things you can do with Simplero and Moxie

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

Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
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Instant
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- Which List
  Required
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- Which Tag
  Required
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Instant
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- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
- Name
- Override Existing Value?
- Note
- Affiliate ref
Action
Write

- Tag
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Contact Name
  Required
- Email Address
  Required
- IP Address
- Tags
- Track
- Affiliate ID or Ref
- Auto Responses Start At
- GDPR Consent
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- UTM Adgroup
- UTM Keyword
Action
Write

Agreement Sent
Triggers when a proposal is sent either via link or email.
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Agreement Viewed
Triggers when a user views the proposal.
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Client Deleted
Triggers when a client record is deleted in Moxie.
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Task Created
Triggered when a Project Task is created
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Task Updated
Triggered with a Project Task is updated.
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- Form ID
  Required
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Meeting Cancelled
Triggers when a meeting is cancelled
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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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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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Project Created
Triggers when a new project is created in Moxie.
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
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Ticket Comment
Triggers when a comment is created on a ticket
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Ticket Deleted
Triggers when a support ticket is deleted
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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 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 Purchase
Will be fired whenever a new purchase is made in Simplero.
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Instant
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- Which Tag
  Required
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- Which List
  Required
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- Email
  Required
- Point type
  Required
- Amount
  Required
- Note
Action
Write
- Product
  Required
- First Name(s)
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Automation
  Required
- Contact
- Contact Email
Action
Write
- Simplero List
  Required
- Customer
  Required
Action
Write
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
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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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Task Approval
Triggers when a new Deliverable is ready for client approval.
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Invoice Sent
Triggers when an invoice is sent in Moxie.
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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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Opportunity Updated
Triggered with a pipeline opportunity is updated
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Project Completed
Triggers when a project is set to "complete" in Moxie.
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Project Updated
Triggers when the settings for a project are updated.
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
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Ticket Closed
Triggers and a support ticket is closed
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Ticket Created
Triggers when a new support ticket is created
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Ticket Updated
Triggers when a support ticket is updated
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Time Worked Deleted
Triggers when a time worked record is deleted.
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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
- 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

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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CRM (Customer Relationship Management)

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About Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

Learn moreLearn moreHelpHelp

Related categories

Online Courses

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Create Simplero list subscriptions from new Moxie opportunities

Tag new Moxie clients in Simplero for easy contact management