Easily integrate Moxie with your favourite apps. Build and customise visual workflows in just a few clicks to streamline your work processes.
Actions
Create a Client
Create a new client record in moxie CRM.
Actions
Create a Task
Create a task in project.
Actions
Create a Project
Creates a new project in moxie CRM.
Actions
Custom API Call
Send a custom API call to a specific endpoint
Triggers
Client Created
Triggerd when a new client is created.
Triggers
Client Updated
Triggerd when an existing client is updated.
Triggers
Client Deleted
Triggerd when an existing client is deleted.
Triggers
Project Created
Triggerd when a new project is created.
Triggers
Project Updated
Triggerd when an existing project is updated.
Triggers
Project Completed
Triggerd when an existing project is completed.
Triggers
Task Created
Triggerd when a new task is created.
Triggers
Task Updated
Triggerd when an existing task is updated.
Triggers
Task Deleted
Triggerd when an existing task is deleted.
Triggers
Client Task Approval
Triggerd when a task is moved to client approval.
Triggers
Form Submitted
Triggerd when a new form is submitted.
Triggers
Time Entry Created
Triggerd when a new time entry is created.
Triggers
Time Entry Updated
Triggerd when an existing time entry is updated.
Triggers
Time Entry Deleted
Triggerd when an existing time entry is deleted.
Triggers
Meeting Scheduled
Triggerd when a new meeting is scheduled.
Triggers
Meeting Updated
Triggerd when an existing meeting is updated.
Triggers
Meeting Cancelled
Triggerd when a meeting is cancelled.
Triggers
Opportunity Created
Triggerd when a new pipeline opportunity is created.
Triggers
Opportunity Updated
Triggerd when an existing opportunity is updated.
Triggers
Opportunity Deleted
Triggerd when an existing pipeline opportunity is deleted.
Triggers
Invoice Sent
Triggerd when an invoice is sent.
Triggers
Payment Received
Triggerd when a payment is received.
If you need support with Moxie, contact
For additional support, mail us at support@getodin.ai
