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Start with a template that brings Moxie and Notion together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate Moxie with Notion - 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 "Agreement Sent" from Moxie.
Add your action
An action happens after the trigger—such as "Add Block to Page" in Notion.
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Zapier seamlessly connects Moxie and Notion, 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.
- Agreement SentTriggers when a proposal is sent either via link or email. Try ItTriggerInstant
- Agreement ViewedTriggers when a user views the proposal. Try ItTriggerInstant
- Client DeletedTriggers when a client record is deleted in Moxie. Try ItTriggerInstant
- Task CreatedTriggered when a Project Task is created Try ItTriggerInstant
- Agreement SignedTriggers when an agreement is accepted and signed with e-signature. Try ItTriggerInstant
- Client CreatedTriggers when a new client is created in Moxie. Try ItTriggerInstant
- Client UpdatedTriggers when a client record is updated in Moxie. Try ItTriggerInstant
- Task DeletedTriggered when a Project Task is deleted Try ItTriggerInstant
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Practical ways you can use Moxie and Notion
Track signed agreements in Notion
When an agreement is signed in Moxie, Zapier automatically logs the agreement's details into a database in Notion. This workflow ensures business owners can easily access agreement data alongside other records, reducing manual effort and improving record organization.
Business OwnerNotify team about new clients
When a new client is created in Moxie, Zapier sends a notification to a specific database in Notion. Marketing teams gain instant insights into new client acquisitions, which helps them plan campaigns and strategies effectively without missing any new client details.
Marketing & Marketing OpsOrganize project tasks in Notion
Whenever a project task is created in Moxie, Zapier adds a corresponding item to a task database in Notion. This ensures project managers have a centralized view of tasks across tools, streamlining project tracking.
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