Connect Moxie integrations
Build your Moxie integrations.
Create custom Moxie workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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
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