Moxie + Notion

Capture new Moxie payments and create database items in Notion instantly

Simplify your financial tracking with this smooth workflow. Whenever you receive a payment in Moxie, a corresponding database entry is instantly made in Notion. This efficient process cuts down on manual data entry, providing a hassle-free solution to keep your finances organized. Exceptional for businesses looking to streamline their revenue management.

When this happens...
Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
TriggerInstant
automatically do this!
Create Database Item
Creates an item in a database.
ActionWrite

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Supported triggers and actions

Agreement Sent
Triggers when a proposal is sent either via link or email.
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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 IDRequired
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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
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Instant
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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.
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Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
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Instant
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
Action
Write
- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
Action
Write
- Event IdRequired
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write
- DatabaseRequired
- Filter by Creation Time
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- ItemRequired
- Content
- Content Format
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
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Instant
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Client Created
Triggers when a new client is created in Moxie.
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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
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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
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Ticket Closed
Triggers and a support ticket is closed
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Instant
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Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
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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
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- 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
Action
Write
- 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
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search
- Page
Trigger
Instant
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- Page IdRequired
Trigger
Polling
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- DatabaseRequired
- ItemRequired
Action
Write
- DatabaseRequired
- Content
- Content Format
Action
Write
- Page IDRequired
- New Parent IDRequired
- New Parent Type
Action
Write
- Item IDRequired
Action
Write
- Database IDRequired
- Database Title
- Database Description
- Icon (Emoji)
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Database IDRequired
- Advanced Query (JSON)
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or write

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task Management

Related Zap Templates

Create new database items in Notion when new clients are added in Moxie

Moxie + Notion

Capture new Moxie payments and create database items in Notion instantly

Agreement Sent

Agreement Viewed

Client Deleted

Task Created

Task Updated

Form Completed

Meeting Cancelled

Meeting Updated

Opportunity Deleted

Payment Received

Project Created

Proposal Sent

Proposal Viewed

Ticket Comment

Ticket Deleted

Time Worked Created

Time Worked Updated

Approve Task

Create & Optionally Send Invoice

Create or Update Calendar Event

Create Task

Create Ticket Comment

Delete Calendar Event

Create Form Submission

New Database Item

Updated Database Item

Add Block to Page

Add Comment

Create Page

Add Content to Page

Update Database Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block Children

Get Page or Database Item by ID

Get Page Property

Get User Details

Agreement Signed

Client Created

Client Updated

Task Deleted

Task Approval

Invoice Sent

Meeting Scheduled

Opportunity Created

Opportunity Updated

Project Completed

Project Updated

Proposal Signed

Ticket Closed

Ticket Created

Ticket Updated

Time Worked Deleted

Apply Payment

Create Client

Create Opportunity

Create Project

Create Ticket

Create Time Worked

Create Expense

Find a Client

New Comment

Updated Page

Archive Database Item

Create Database Item

Move Page

Restore Database Item

Update Database Schema

Retrieve Database

Retrieve Block Children

Find Database Items

Get Page and Children

Find Page (By Title)

Query Database (Advanced)

Find or Create Database Item

About Moxie

Related categories