Moxie + Stripe
Moxie + Stripe
Moxie + Stripe integrations
Create new Moxie opportunities from new Stripe payments
When a new payment is received in Stripe, seize the moment by creating an opportunity in the Moxie app. This workflow aids in maintaining a record for every Stripe transaction, speeding up your sales process by anticipating opportunities directly in Moxie. No need to manually log payments; this automation handles it for you, ensuring every customer transaction is promptly leveraged for future business growth.
- When this happens...
New PaymentTriggers when a new payment is completed.TriggerInstant - automatically do this!
Create OpportunityCreate a new pipeline opportunityActionWrite
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More things you can do with Stripe and Moxie
Discover other triggers and actions you can use with Stripe and Moxie
Canceled SubscriptionTriggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ignore payments intentsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Status
- Collection_method
- Customer ID
- Subscription ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModeRequired
- Price ID
- Quantity
- Success URLRequired
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item_coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax_code
- Shipping_rate
- Invoice_coupons
- Default_tax_rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping_details_instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice_currency
- Effective_at
- Payment_method_types
- Rendering - Amount Tax Display
- Statement_descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help_text_for_finalizing_sending_charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PriceRequired
- QuantityRequired
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment_method_types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Image
- Tax_code
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- Price ID
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client Created
Triggers when a new client is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Approval
Triggers when a new Deliverable is ready for client approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Sent
Triggers when an invoice is sent in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Scheduled
Triggers when a new meeting is scheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Created
Triggered with a pipeline opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggered with a pipeline opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Completed
Triggers when a project is set to "complete" in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when the settings for a project are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Closed
Triggers and a support ticket is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Created
Triggers when a new support ticket is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Updated
Triggers when a support ticket is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Deleted
Triggers when a time worked record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Client NameRequired
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Warning
- Payment IDRequired
- Payment Method ID
- Receipt_email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- AmountRequired
- CurrencyRequired
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt_email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement_descriptor
- Statement_descriptor_suffix
- Metadata
- Capture_method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Price (in minor units, e.g. cents)Required
- CurrencyRequired
- Recurring or One time?
- Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- ItemsRequired
- Collection_methodRequired
- Coupon ID
- Cancel at period end?
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Account Balance
Finds the account balance for your stripe account
ActionThis is an event a Zap performs.SearchFind existing data in your app - Created after
- Created before
- Currency
- Payout ID
- Source ID
- Type
- Transactions before
- Transactions after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find by
- QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Payment Intent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Agreement Viewed
Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Deleted
Triggers when a client record is deleted in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Created
Triggered when a Project Task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggered with a Project Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Cancelled
Triggers when a meeting is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Updated
Triggers when a meeting is updated or rescheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a new project is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Comment
Triggers when a comment is created on a ticket
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Deleted
Triggers when a support ticket is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Created
Triggers when a new time worked entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Updated
Triggers when a time worked entry has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client NameRequired
- Project NameRequired
- Deliverable NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.
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Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.
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