Moxie integration

CRM build for the freelancers.

Sales and CRM32 triggers · 45 actions

Connect Moxie free See what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “Client Created” happens in Moxie, check the details with AI, then “Create a Client” and tell my team in Slack.

Simulated before it goes live
Fixes proposed when something breaks
One credit per run

Triggers

Start a workflow when this happens

WHEN
Client Created
Triggered when a new client is created.
WHEN
Client Updated
Triggered when an existing client is updated.
WHEN
Client Deleted
Triggered when an existing client is deleted.
WHEN
Project Created
Triggered when a new project is created.
WHEN
Project Updated
Triggered when an existing project is updated.
WHEN
Project Completed
Triggered when an existing project is completed.
WHEN
Task Created
Triggered when a new task is created.
WHEN
Task Updated
Triggered when an existing task is updated.
WHEN
Task Deleted
Triggered when an existing task is deleted.
WHEN
Client Task Approval
Triggered when a task is moved to client approval.
WHEN
Form Submitted
Triggered when a new form is submitted.
WHEN
Time Entry Created
Triggered when a new time entry is created.
WHEN
Time Entry Updated
Triggered when an existing time entry is updated.
WHEN
Time Entry Deleted
Triggered when an existing time entry is deleted.
WHEN
Meeting Scheduled
Triggered when a new meeting is scheduled.
WHEN
Meeting Updated
Triggered when an existing meeting is updated.
WHEN
Meeting Cancelled
Triggered when a meeting is cancelled.
WHEN
Opportunity Created
Triggered when a new pipeline opportunity is created.
WHEN
Opportunity Updated
Triggered when an existing opportunity is updated.
WHEN
Opportunity Deleted
Triggered when an existing pipeline opportunity is deleted.
WHEN
Invoice Sent
Triggered when an invoice is sent.
WHEN
Payment Received
Triggered when a payment is received.
WHEN
Invoice Voided
Triggered when a sent invoice is voided.
WHEN
Invoice Written Off
Triggered when an invoice is written off.
WHEN
Agreement Sent
Triggered when an agreement is sent to a client.
WHEN
Agreement Viewed
Triggered when a client views an agreement.
WHEN
Agreement Signed
Triggered when an agreement is signed.
WHEN
Ticket Created
Triggered when a new support ticket is created.
WHEN
Ticket Updated
Triggered when a ticket is updated.
WHEN
Ticket Closed
Triggered when a ticket is closed.
WHEN
Ticket Comment Added
Triggered when a comment is added to a ticket.
WHEN
Ticket Deleted
Triggered when a ticket is deleted.

Actions

Then Calibra can do this for you

DO
Create a Client
Create a new client record in moxie CRM.
DO
Create a Contact
Create a new contact record in moxie CRM.
DO
Create a Task
Create a task in project.
DO
Create a Project
Creates a new project in moxie CRM.
DO
List Clients
Retrieve every client and prospect in the workspace.
DO
Search Clients
Find clients by name, phone, contact email or contact name, or look one up by id.
DO
Search Contacts
Find contacts by first name, last name or email, or look one up by id.
DO
Search Projects
List a client's projects, look up one project by id, or list every project.
DO
List Pipeline Stages
Retrieve the opportunity pipeline stages of the workspace.
DO
List Workspace Users
Retrieve the users of the workspace and their access.
DO
List Invoice Templates
Retrieve the invoice template names of the workspace.
DO
Add Ticket Comment
Add a comment to a ticket.
DO
Record Payment
Record a payment against an open invoice.
DO
Approve Task
Approve a task that is waiting for client approval.
DO
Attach File from URL
Attach a file from a public URL to a client, project, task, opportunity, expense or ticket.
DO
Create Expense
Record an expense, optionally billable to a client.
DO
Submit Lead Form
Submit a Moxie lead or discovery form, which adds a lead to the pipeline.
DO
Create Invoice
Create an invoice with line items. It stays a draft unless you turn on Send Invoice.
DO
Create Opportunity
Add a deal to the sales pipeline.
DO
Create or Update Calendar Event
Create a Moxie calendar event, or update one by id.
DO
Create Ticket
Open a support ticket.
DO
Log Time
Log a time entry against a client, project and task.
DO
Delete Calendar Event
Delete a Moxie calendar event.
DO
Get Email Template
Get the subject and HTML content of an email template.
DO
Get Workspace Account
Get the business name, address, tax id and currency of the workspace.
DO
List Email Templates
List the email templates of the workspace.
DO
List Form Names
List the names of the lead and discovery forms.
DO
List Project Types
List the project types with their task stages and custom fields.
DO
List Task Stages
List the task stages of a project type.
DO
List Tasks
List tasks, optionally filtered by project, client, stage or archived state.
DO
List Tickets
List tickets, optionally filtered by client, open state or archived state.
DO
List Vendors
List the vendor names of the workspace.
DO
Search Agreements
List agreements (contracts), for one client or by id.
DO
Search Open Invoices
List outstanding invoices, for one client or by invoice id.
DO
Search Tasks
Find tasks by name or description, or look one up by id.
DO
Search Tickets
Find tickets by text, id or ticket number.
DO
Update Client
Update details of an existing client. Empty fields keep their current value.
DO
Update Contact
Update details of an existing contact. Empty fields keep their current value.
DO
Update Expense
Update fields on an existing expense.
DO
Update Opportunity
Move a deal to another pipeline stage or update its details. Empty fields keep their current value.
DO
Update Project
Update details of an existing project. Empty fields keep their current value.
DO
Update Task
Update a task, move it to another stage or change its assignees. Empty fields keep their current value.
DO
Update Ticket Status
Change the status of a ticket.
DO
Upload Attachment
Upload a file and attach it to a client, project, task, opportunity, expense or ticket.
DO
Custom API Call
Make a custom API call to a specific endpoint.