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Set up your first integration
Quickly connect FreeAgent to Moxie with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FreeAgent with Moxie - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from FreeAgent.
Add your action
An action happens after the trigger—such as "Apply Payment" in Moxie.
You’re connected!
Zapier seamlessly connects FreeAgent and Moxie, automating your workflow.
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.
- New Contact
Triggers when you add a new contact.
Try ItTriggerPolling - ProjectRequired
Try ItTriggerPolling- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
ActionWrite- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerInstant
- Status
Try ItTriggerPolling- New User
Triggers when a new user is added.
Try ItTriggerPolling - ProjectRequired
- NameRequired
- StatusRequired
- Is Billable?
- Billing Rate
- Billing Period
ActionWrite- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItTriggerInstant
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Connect FreeAgent and Moxie to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about FreeAgent + Moxie integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FreeAgent and Moxie
How can I integrate FreeAgent with Moxie using your platform?
To integrate FreeAgent with Moxie using our platform, you'll need to set up a zap that connects the two applications. First, choose FreeAgent as your trigger app and select a trigger event such as 'New Invoice' or 'New Expense.' Next, choose Moxie as the action app and select an action like 'Create Task' or 'Update Project.' This setup will automate the data flow between FreeAgent and Moxie.
What types of triggers are available in FreeAgent for use with Moxie integration?
In our integration setup, you can use triggers such as 'New Invoice', 'Updated Contact', or 'New Expense' in FreeAgent. These triggers initiate the workflow to perform actions in Moxie based on real-time updates in your FreeAgent account.
Are there any specific actions I can automate in Moxie with this integration?
Yes, by integrating Moxie with FreeAgent on our platform, you can automate actions like creating new tasks, updating projects, or adding notes in response to triggers from FreeAgent activities such as new invoices or expenses.
Is it possible to update existing contacts in Moxie when information changes in FreeAgent?
Absolutely. With our integration services, you can set up a workflow where updating a contact's details in FreeAgent automatically updates the same contact information within Moxie. This ensures consistency across both platforms without manual intervention.
Can I customize which data fields are transferred from FreeAgent to Moxie during integration?
Yes, within our platform's integration capabilities, you have the flexibility to map specific data fields from FreeAgent to corresponding fields in Moxie. This customization allows precise control over what information is shared between the applications.
What should I do if my zap isn't working properly between FreeAgent and Moxie?
If your zap isn't functioning as expected between FreeAgent and Moxie, we recommend checking the zap history for any errors. Ensure that all trigger events in FreeAgent have matching actions set up correctly in Moxie. Double-check credentials and test each step individually through our diagnostic tools.
How often does data sync occur between FreeAgent and Moxie through your platform integrations?
Data sync frequency depends on the plan you're subscribed to. Typically, for most accounts on our platform, syncing occurs every 5-15 minutes after a trigger event occurs in FreeAgent that affects a setup task or project action within Moxie.
