GoProposal + Moxie

Create new Moxie clients from newly created GoProposal proposals

Streamline your client onboarding process with this efficient workflow. When a new proposal is generated in GoProposal, it instantly creates a client in Moxie. This automation not only saves time but also ensures accurate data transfer between the systems. So you can focus more on strategic tasks rather than manual data entry.

When this happens...
Proposal Created
Triggers when a new live proposal is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client record in Hectic
ActionWrite

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Supported triggers and actions

Draft Proposal Created
Triggers when a new draft proposal is created.
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Proposal Won
Triggers when a proposal is won.
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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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Client Updated
Triggers when a client record is updated in Moxie.
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Instant
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Task Deleted
Triggered when a Project Task is deleted
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Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
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Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
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Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
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Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
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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.
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Instant
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Project Updated
Triggers when the settings for a project are updated.
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Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
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Instant
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Ticket Closed
Triggers and a support ticket is closed
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Ticket Created
Triggers when a new support ticket is created
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Ticket Updated
Triggers when a support ticket is updated
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Time Worked Deleted
Triggers when a time worked record is deleted.
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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

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
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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
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Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
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Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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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
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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.
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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

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

Related categories

Proposal & Invoice Management

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

GoProposal + Moxie

Create new Moxie clients from newly created GoProposal proposals

Draft Proposal Created

Proposal Won

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

Proposal Created

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

About GoProposal

Related categories

About Moxie

Related categories

Similar apps

Zapier Interfaces