Centralize data and automate business processes with Moxie integrations
Streamline your business processes by centralizing your Moxie data. Boost.space connects to your IT tools and helps aggregate their data into central databases. Data centralization serves as the foundation for easy collaboration across teams, process automation across tools, and data analysis with a complete story.
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Moxie Modules (20)
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Watch Events
Gets instant notifications about new events.
Apply a Payment to an Invoice
Applies a payment to an open invoice within Moxie.
Approve a Deliverable
Approves a deliverable that is in Client Workflow status.
Create an Expense
Creates an expense in the Moxie accounting records and optionally associates with a client and vendor record.
Create a Client
Creates a new client record in the CRM.
Create a Contact
Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.
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.
Create an Invoice
Creates an invoice record in the Moxie CRM with supplied line items. The invoice can optionally be sent using a pre-configured email template and dynamic contact list.
Create an Opportunity
Creates a new opportunity in the sales pipeline.
Create a Project
Creates a new project in the Moxie CRM.
Create a Task
Creates a task in the project management system.
Create a ticket
Creates a new ticket
Create a Time Entry
Creates a new time entry record in the workspace.
Make an API Call
Performs an arbitrary authorized API call.
List Clients
Lists all clients in the Moxie workspace.
List Workspace Users
Lists all users and permissions in the Moxie workspace.
Search Clients
Searches clients by name or contact information.
Search Contacts
Searches contacts in the workspace by first name, last name or email.
Search Payable Invoices
Finds invoices in the CRM that are currently in a payable state.
Search Projects
Searches for active projects.
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