Connect Moxie integrations
Align your client agreements, invoices, and project tasks by connecting Moxie with Make. Linking this freelance business hub to our workflow automation tool lets you instantly create contacts, trigger custom proposals, and generate payment logs as new leads arrive. Register for free today to coordinate your entire freelance business dashboard.
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App developer is its official vendor.
This app is supported and maintained by the vendor Moxie.
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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 with your favorite tools using Make. Automate your daily workflows, sync vital data, and simplify your business.
Supercharge your business: Integrate and automate Moxie with Make
Connect Moxie with Make to automate your daily tasks. Easily sync QuickBooks, Slack, Trello, and Google Sheets to run your business efficiently and eliminate manual data entry.
Easily sync your Moxie invoices with tools like QuickBooks or Google Sheets to eliminate manual data entry.
Automatically import new leads from your website forms or social media campaigns directly into your Moxie sales pipeline.
Receive immediate updates in Slack or email whenever a client signs a contract, pays an invoice, or submits a form.
Connect your Moxie workspace with clients' project management tools like Trello or Asana to keep everyone on the same page.
FAQ
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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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