Connect Moxie integrations
Unclutter your freelance business by automating Moxie to manage client portals, projects, and invoices. Connecting this hub to our workflow automation tool lets you instantly trigger billing reminders, sync contracts, and log tracked hours. Automatically update spreadsheets when payments clear. Register for free today to build your first client workflow.
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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 to your favorite tools with Make. Automate repetitive tasks and build smarter workflows to save valuable time.
Automate Your Business Workflows by Integrating Moxie and Make
Integrate Moxie with Make to automate your business workflows. Automatically sync your invoices, trigger instant client notifications, and track billable hours to save time and boost your team's productivity daily.
Automatically turn form submissions from your website into new clients and projects in Moxie without any manual data entry.
Instantly alert your team on Slack or Discord the moment a client pays an invoice in Moxie.
Keep your financial books perfectly updated by automatically syncing Moxie invoices and payments with tools like QuickBooks or Xero.
Trigger personalized welcome emails or onboarding sequences from your favorite email tool as soon as a new client is added to Moxie.
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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