Moxie + Webvizio

Create tickets in Moxie for new tasks in Webvizio

Easily manage your workflow by linking your Webvizio tasks with the Moxie app. With this setup, every new task in Webvizio will immediately generate a ticket in Moxie. This smooth, reliable automation helps you track tasks effortlessly and ensure nothing falls through the cracks. It's an excellent way for teams to stay organized and boost productivity.

When this happens...
New Task
Triggers when a new task is created.
TriggerInstant
automatically do this!
Create Ticket
Create a Ticket for a client and contact
ActionWrite

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Supported triggers and actions

Delete Comment
Triggers when a comment is deleted.
Trigger
Instant
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Delete Task
Triggers when a task is deleted.
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Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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Update Project
Triggers when a project name or screenshot is updated.
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Instant
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- Task ID
- Task External ID
- Comment External ID
- Comment Author
- Comment bodyRequired
Action
Write

- Project ID
- Project UUID
- Project External ID
- Task External ID
- Task NameRequired
- Task Author
- Task Description
- Task Status
- Task Priority
- Task Execute Date
- Task Assignees
- Task Tags
- File name
- File Url
Action
Write
- ID
- UUID
- External ID
Action
Write

- ID
- UUID
- External ID
- Project name
- Project screenshot
Action
Write
- Comment ID
- Comment External ID
Action
Search
- Task ID
- Task External ID
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.
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
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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.
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Instant
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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
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Ticket Updated
Triggers when a support ticket is updated
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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

Delete Project
Triggers when a project is deleted.
Trigger
Instant
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New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Update Task
Triggers when a task is updated.
Trigger
Instant
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- External ID
- Project name
- Project urlRequired
- Project screenshot
Action
Write
- Comment ID
- Comment External ID
Action
Write
- Task ID
- Task External ID
Action
Write
- Task ID
- Task External ID
- Task nameRequired
- Task Description
- Task Status
- Task Priority
- Task Execute Date
- Task Assignees
- Task Tags
- File Name
- File Url
Action
Write
- Project ID
- Project UUID
- Project External ID
- Project Name
Action
Search
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 IDRequired
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
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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.
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 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 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 Webvizio

Webvizio simplifies web dev collaboration by providing feedback and bug reporting on live websites, images, PDFs, and design files.

Related categories

Project Management

Moxie + Webvizio

Create tickets in Moxie for new tasks in Webvizio

Delete Comment

Delete Task

New Project

Update Project

Create Comment

Create Task

Delete Project

Update Project

Find Comment

Find Task

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

Delete Project

New Comment

New Task

Update Task

Create Project

Delete Comment

Delete Task

Update Task

Find Project

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 Moxie

Related categories

Similar apps

Zapier Interfaces

About Webvizio

Related categories