Connect Moxie integrations
Simplify your freelance business operations by automating Moxie to coordinate your invoices, project tasks, and client portals. Connecting your workspace to our workflow automation tool lets you instantly trigger custom billing reminders, update time logs, and sync meeting schedules. Sign up for Make for free today to launch your first automated client workspace.
Verified apps are reviewed by Make.
App developer is its official vendor.
This app is supported and maintained by the vendor Moxie.
Build your Moxie integrations.
Enhance your business operations and eliminate manual data entry by leveraging the robust capabilities of Make to connect your entire tech stack. Moxie serves as an excellent hub for managing client relationships, projects, and proposals, but its true power is unlocked when you connect it to your other essential software. By utilizing Make, you can build custom automated workflows that sync Moxie with your CRM, email marketing platforms, accounting software, and team collaboration tools without writing a single line of code. This powerful integration capability ensures that lead information, project updates, and invoicing details transfer across systems in real-time, reducing human error and boosting overall operational efficiency. Whether you need to trigger Slack notifications when a new client signs up in Moxie or automatically log payments in your database, the possibilities for growth and efficiency are virtually limitless. Take control of your daily operations, eliminate repetitive administrative tasks, and optimize your business productivity today by signing up for a free account with Make to start building your custom Moxie integrations right away.
Applies a payment to an open invoice within Moxie.
Approves a deliverable that is in Client Workflow status.
Creates a new client record in the CRM.
Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.
Creates a new form submission in the Moxie CRM which can optionally be attached to a Form Template or create an opportunity in the Sales Pipeline.
Creates a new project in the Moxie CRM.
Creates a task in the project management system.
Creates a new time entry record in the workspace.
Creates a new ticket
Connect any app with Moxie
Popular Moxie workflows.
Connect Moxie to your daily apps using Make. Automate client onboarding, sync invoice data, and simplify your business workflows.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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