Moxie Integrations

Moxie Triggers

Client Created

Triggered when a new client is created.

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Project Updated

Triggered when an existing project is updated.

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Task Deleted

Triggered when an existing task is deleted.

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Time Entry Updated

Triggered when an existing time entry is updated.

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Meeting Cancelled

Triggered when a meeting is cancelled.

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Invoice Sent

Triggered when an invoice is sent.

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Project Created

Triggered when a new project is created.

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Task Updated

Triggered when an existing task is updated.

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Time Entry Created

Triggered when a new time entry is created.

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Meeting Updated

Triggered when an existing meeting is updated.

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Opportunity Deleted

Triggered when an existing pipeline opportunity is deleted.

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Client Deleted

Triggered when an existing client is deleted.

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Task Created

Triggered when a new task is created.

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Form Submitted

Triggered when a new form is submitted.

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Meeting Scheduled

Triggered when a new meeting is scheduled.

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Opportunity Updated

Triggered when an existing opportunity is updated.

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Client Updated

Triggered when an existing client is updated.

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Project Completed

Triggered when an existing project is completed.

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Client Task Approval

Triggered when a task is moved to client approval.

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Time Entry Deleted

Triggered when an existing time entry is deleted.

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Opportunity Created

Triggered when a new pipeline opportunity is created.

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Payment Received

Triggered when a payment is received.

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Moxie Actions

Create a Client

Create a new client record in moxie CRM.

Name

Client Type

Initials

Address 1

Address 2

City

Locality

Postal

Country

Website

Phone

Color

Tax ID

Lead Source

Archive ?

Pay Instructions

Hourly Amount

Rounding Increment

Currency

Stripe Client ID

Notes

Connection

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Create a Task

Create a task in project.

Name

Client Name

Project Name

Status

Description

Start Date

Due Date

Priority

Subtasks

Assigned To

Custom Values

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Create a Project

Creates a new project in moxie CRM.

Project Name

Client

Start Date

Due Date

Client Portal Access

Show time worked in portal ?

Fee Type

Amount

Estimate maximum Amount

Estimate minimum Amount

Is amount taxable ?

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Custom API Call

Send a custom API call to a specific endpoint

Method

Headers

Query Parameters

Body

No Error on Failure

Timeout (in seconds)

Connection

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