Moxie

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Moxie Integrations

EffiAI lets you connect Moxie with the most popular apps, so you can automate your work and have more time for what matters most - no code required.

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Moxie Triggers

Client Created

Triggered when a new client is created.

Instant

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Client Deleted

Triggered when an existing client is deleted.

Instant

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Project Updated

Triggered when an existing project is updated.

Instant

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Task Created

Triggered when a new task is created.

Instant

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Task Deleted

Triggered when an existing task is deleted.

Instant

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Form Submitted

Triggered when a new form is submitted.

Instant

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Time Entry Updated

Triggered when an existing time entry is updated.

Instant

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Meeting Scheduled

Triggered when a new meeting is scheduled.

Instant

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Meeting Cancelled

Triggered when a meeting is cancelled.

Instant

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Opportunity Updated

Triggered when an existing opportunity is updated.

Instant

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Invoice Sent

Triggered when an invoice is sent.

Instant

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Client Updated

Triggered when an existing client is updated.

Instant

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Project Created

Triggered when a new project is created.

Instant

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Project Completed

Triggered when an existing project is completed.

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Task Updated

Triggered when an existing task is updated.

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Client Task Approval

Triggered when a task is moved to client approval.

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Time Entry Created

Triggered when a new time entry is created.

Instant

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Time Entry Deleted

Triggered when an existing time entry is deleted.

Instant

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Meeting Updated

Triggered when an existing meeting is updated.

Instant

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Opportunity Created

Triggered when a new pipeline opportunity is created.

Instant

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Opportunity Deleted

Triggered when an existing pipeline opportunity is deleted.

Instant

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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.

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Create a Project

Creates a new project in moxie CRM.

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Create a Task

Create a task in project.

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Custom API Call

Make a custom API call to a specific endpoint

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Integrations

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Moxie Integrations

Moxie Triggers

Client Created

Client Deleted

Project Updated

Task Created

Task Deleted

Form Submitted

Time Entry Updated

Meeting Scheduled

Meeting Cancelled

Opportunity Updated

Invoice Sent

Client Updated

Project Created

Project Completed

Task Updated

Client Task Approval

Time Entry Created

Time Entry Deleted

Meeting Updated

Opportunity Created

Opportunity Deleted

Payment Received

Moxie Actions

Create a Client

Create a Project

Create a Task

Custom API Call

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