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Moxie

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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Moxie

This app is supported and maintained by the official vendor Moxie.

Triggers and actions

Developed, supported and maintained by community users.

Watch Events
Gets instant notifications about new events.
Trigger
Apply a Payment to an Invoice
Applies a payment to an open invoice within Moxie.
Action
Approve a Deliverable
Approves a deliverable that is in Client Workflow status.
Action
Create a Client
Creates a new client record in the CRM.
Action
Create a Contact
Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.
Action
Create a Form Submission
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.
Action
Create a Project
Creates a new project in the Moxie CRM.
Action
Create a Task
Creates a task in the project management system.
Action
Create a ticket
Creates a new ticket
Action
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Supercharge your workflows

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.

Automate bookkeeping and invoicing

Easily sync your Moxie invoices with tools like QuickBooks or Google Sheets to eliminate manual data entry.

Get instant notifications for key client actions

Receive immediate updates in Slack or email whenever a client signs a contract, pays an invoice, or submits a form.

Connect lead generation to your pipeline

Automatically import new leads from your website forms or social media campaigns directly into your Moxie sales pipeline.

Sync project tasks across other platforms

Connect your Moxie workspace with clients' project management tools like Trello or Asana to keep everyone on the same page.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.