Moxie

CRM build for the freelancers.

Moxie

CRM build for the freelancers.

Moxie

CRM build for the freelancers.

Actions

custom_api_call

Make a custom API call to a specific endpoint

moxie_create_client

Create a new client record in moxie CRM.

moxie_create_project

Creates a new project in moxie CRM.

moxie_create_task

Create a task in project.

Triggers

moxie_trigger_client_created

Triggered when a new client is created.

moxie_trigger_client_updated

Triggered when an existing client is updated.

moxie_trigger_client_deleted

Triggered when an existing client is deleted.

moxie_trigger_project_created

Triggered when a new project is created.

moxie_trigger_project_updated

Triggered when an existing project is updated.

moxie_trigger_project_completed

Triggered when an existing project is completed.

moxie_trigger_task_created

Triggered when a new task is created.

moxie_trigger_task_updated

Triggered when an existing task is updated.

moxie_trigger_task_deleted

Triggered when an existing task is deleted.

moxie_trigger_client_task_approval

Triggered when a task is moved to client approval.

moxie_trigger_form_submitted

Triggered when a new form is submitted.

moxie_trigger_time_entry_created

Triggered when a new time entry is created.

moxie_trigger_time_entry_updated

Triggered when an existing time entry is updated.

moxie_trigger_time_entry_deleted

Triggered when an existing time entry is deleted.

moxie_trigger_meeting_scheduled

Triggered when a new meeting is scheduled.

moxie_trigger_meeting_updated

Triggered when an existing meeting is updated.

moxie_trigger_meeting_cancelled

Triggered when a meeting is cancelled.

moxie_trigger_opportunity_created

Triggered when a new pipeline opportunity is created.

moxie_trigger_opportunity_updated

Triggered when an existing opportunity is updated.

moxie_trigger_opportunity_deleted

Triggered when an existing pipeline opportunity is deleted.

moxie_trigger_invoice_sent

Triggered when an invoice is sent.

moxie_trigger_payment_received

Triggered when a payment is received.

Over 300 Integrations

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Over 300 Integrations

Filter other integrations by category

Click load more to under a category to see all integrations and click anyone to view more about its triggers and actions

Over 300 Integrations

Filter other integrations by category

Click load more to under a category to see all integrations and click anyone to view more about its triggers and actions

Popular

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Popular

Sales

Marketing

Support

Finance

HR

Ops & IT

Development

Popular

Sales

Marketing

Support

Finance

HR

Ops & IT

Development

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Join the waitlist now for early access!

Be one of the first 1,000 on our waitlist and get 12 months of our Pro Plan 1 - completely free.

lightning bolt icon
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Join the waitlist now for early access!

Be one of the first 1,000 on our waitlist and get 12 months of our Pro Plan 1 - completely free.