Connect Moxie integrations
Govern your freelance business by automating Moxie to instantly create projects from new client inquiries or log payments in your accounting software. Use our workflow automation to sync new calendar appointments as billable time entries and automatically generate client invoices. Get started for free to unify your client work from proposal to payment.
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App developer is its official vendor.
This app is supported and maintained by the vendor Moxie.
Build your Moxie integrations.
Integrate Moxie with Make to automate your freelance business workflows. You can use Moxie as an action to instantly create projects, add billable time entries from new calendar appointments, or generate client invoices. Conversely, leverage Moxie events as triggers to automate tasks like logging payments in your accounting software.
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.
Looking to get more out of Moxie? With Make you can visually integrate Moxie into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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