Moxie Integrations

Name: Zapier
Availability: InStock

Put Moxie to work with AI and enterprise-grade automation

Automate smarter with Moxie and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Notion

Task Management

ClickUp

Project Management

Slack

Team Chat

MailerLite

Marketing Automation

ActiveCampaign

Marketing Automation

Asana

Project Management

Flodesk

Email Newsletters

Stripe

Payment Processing

Calendly

Scheduling & Booking

Notion

Task Management

ClickUp

Project Management

Slack

Team Chat

MailerLite

Marketing Automation

ActiveCampaign

Marketing Automation

Asana

Project Management

Notion

Task Management

ClickUp

Project Management

Slack

Team Chat

MailerLite

Marketing Automation

ActiveCampaign

Marketing Automation

Asana

Project Management

Flodesk

Email Newsletters

Stripe

Payment Processing

Calendly

Scheduling & Booking

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Moxie times worked for new Clockify time entries
Details
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Clockify + Moxie
Log new Toggl Track time entries by creating times worked in Moxie
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Toggl Track + Moxie
Create new Moxie clients from newly created Cal.com bookings
Details
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Cal.com + Moxie
Create Gmail labels for new Moxie clients
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Moxie + Gmail
Create sales invoices in Zoho Books when new invoices are sent in Moxie
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Moxie + Zoho Books
Create new Google Drive folders when agreements are signed in Moxie
Details
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Moxie + Google Drive

Create Moxie times worked for new Clockify time entries

Details

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Clockify + Moxie

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

Details

Try it

Toggl Track + Moxie

Create new Moxie clients from newly created Cal.com bookings

Details

Try it

Cal.com + Moxie

Create Gmail labels for new Moxie clients

Details

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Moxie + Gmail

Create sales invoices in Zoho Books when new invoices are sent in Moxie

Details

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Moxie + Zoho Books

Create new Google Drive folders when agreements are signed in Moxie

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Moxie + Google Drive

Create opportunities in Moxie for new form submissions in Squarespace Forms

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Squarespace Forms + Moxie

Create new Moxie clients from new Squarespace Forms form submissions

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Squarespace Forms + Moxie

Create new ClickUp folders for every new client created in Moxie

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Moxie + ClickUp

Create detailed events in Google Calendar from completed forms in Moxie

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Moxie + Google Calendar

Create tasks in ClickUp when new proposals are signed in Moxie

Details

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Moxie + ClickUp

Create tasks in Any.do Personal for new projects in Moxie

Details

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Moxie + Any.do Personal

Create opportunities in Moxie for new form submissions in Squarespace Forms
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Squarespace Forms + Moxie
Create new Moxie clients from new Squarespace Forms form submissions
Details
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Squarespace Forms + Moxie
Create new ClickUp folders for every new client created in Moxie
Details
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Moxie + ClickUp
Create detailed events in Google Calendar from completed forms in Moxie
Details
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Moxie + Google Calendar
Create tasks in ClickUp when new proposals are signed in Moxie
Details
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Moxie + ClickUp
Create tasks in Any.do Personal for new projects in Moxie
Details
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Moxie + Any.do Personal

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Agreement Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Agreement Viewed
Triggers when a user views the proposal.
Trigger
Instant
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Client Deleted
Triggers when a client record is deleted in Moxie.
Trigger
Instant
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Task Created
Triggered when a Project Task is created
Trigger
Instant
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Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
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- Form ID
  Required
Trigger
Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
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Project Created
Triggers when a new project is created in Moxie.
Trigger
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
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
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Ticket Deleted
Triggers when a support ticket is deleted
Trigger
Instant
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Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
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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

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
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Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
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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
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Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
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
Try It
Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
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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
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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

Moxie Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Moxie Integrations

Put Moxie to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Moxie times worked for new Clockify time entries

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

Create new Moxie clients from newly created Cal.com bookings

Create Gmail labels for new Moxie clients

Create sales invoices in Zoho Books when new invoices are sent in Moxie

Create new Google Drive folders when agreements are signed in Moxie

Create Moxie times worked for new Clockify time entries

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

Create new Moxie clients from newly created Cal.com bookings

Create Gmail labels for new Moxie clients

Create sales invoices in Zoho Books when new invoices are sent in Moxie

Create new Google Drive folders when agreements are signed in Moxie

Create opportunities in Moxie for new form submissions in Squarespace Forms

Create new Moxie clients from new Squarespace Forms form submissions

Create new ClickUp folders for every new client created in Moxie

Create detailed events in Google Calendar from completed forms in Moxie

Create tasks in ClickUp when new proposals are signed in Moxie

Create tasks in Any.do Personal for new projects in Moxie

Create opportunities in Moxie for new form submissions in Squarespace Forms

Create new Moxie clients from new Squarespace Forms form submissions

Create new ClickUp folders for every new client created in Moxie

Create detailed events in Google Calendar from completed forms in Moxie

Create tasks in ClickUp when new proposals are signed in Moxie

Create tasks in Any.do Personal for new projects in Moxie

Supported triggers and actions