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Integrate Moxie with 1856 other apps

Centralize data and automate business processes with Moxie integrations

Streamline your business processes by centralizing your Moxie data. 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.

Integrate Moxie with thousands of other apps in a few clicks.

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Moxie Triggers / Actions (19)

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Watch Events

Gets instant notifications about new events.

Create a Time Entry

Creates a new time entry record in the workspace.

Create a Task

Creates a task in the project management system.

Create a Project

Creates a new project in the Moxie CRM.

Create an Opportunity

Creates a new 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 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 a Contact

Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.

Create a Client

Creates a new client record in the CRM.

Create an Expense

Creates an expense in the Moxie accounting records and optionally associates with a client and vendor record.

Approve a Deliverable

Approves a deliverable that is in Client Workflow status.

Apply a Payment to an Invoice

Applies a payment to an open invoice within Moxie.

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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