Create Custom Workflow Automation with Moxie integration using ODIN

Create Custom Workflow Automation with Moxie integration using ODIN

Build Your Custom Flow

Moxie
Moxie
Moxie
Moxie

Easily integrate Moxie with your favourite apps. Build and customise visual workflows in just a few clicks to streamline your work processes.

Actions and Triggers:

Actions and Triggers:

Moxie

Actions

Create a Client

Create a new client record in moxie CRM.

Moxie

Actions

Create a Task

Create a task in project.

Moxie

Actions

Create a Project

Creates a new project in moxie CRM.

Moxie

Actions

Custom API Call

Send a custom API call to a specific endpoint

Moxie

Triggers

Client Created

Triggerd when a new client is created.

Moxie

Triggers

Client Updated

Triggerd when an existing client is updated.

Moxie

Triggers

Client Deleted

Triggerd when an existing client is deleted.

Moxie

Triggers

Project Created

Triggerd when a new project is created.

Moxie

Triggers

Project Updated

Triggerd when an existing project is updated.

Moxie

Triggers

Project Completed

Triggerd when an existing project is completed.

Moxie

Triggers

Task Created

Triggerd when a new task is created.

Moxie

Triggers

Task Updated

Triggerd when an existing task is updated.

Moxie

Triggers

Task Deleted

Triggerd when an existing task is deleted.

Moxie

Triggers

Client Task Approval

Triggerd when a task is moved to client approval.

Moxie

Triggers

Form Submitted

Triggerd when a new form is submitted.

Moxie

Triggers

Time Entry Created

Triggerd when a new time entry is created.

Moxie

Triggers

Time Entry Updated

Triggerd when an existing time entry is updated.

Moxie

Triggers

Time Entry Deleted

Triggerd when an existing time entry is deleted.

Moxie

Triggers

Meeting Scheduled

Triggerd when a new meeting is scheduled.

Moxie

Triggers

Meeting Updated

Triggerd when an existing meeting is updated.

Moxie

Triggers

Meeting Cancelled

Triggerd when a meeting is cancelled.

Moxie

Triggers

Opportunity Created

Triggerd when a new pipeline opportunity is created.

Moxie

Triggers

Opportunity Updated

Triggerd when an existing opportunity is updated.

Moxie

Triggers

Opportunity Deleted

Triggerd when an existing pipeline opportunity is deleted.

Moxie

Triggers

Invoice Sent

Triggerd when an invoice is sent.

Moxie

Triggers

Payment Received

Triggerd when a payment is received.

How to build Moxie workflows on Odin AI:

Sign in to your Odin Account.

Create a New Project.

Click on Automator on the left menu section. 

Click on Flows and then ‘+ New Flow

Search for Moxie and select it as either the Trigger (that initiates automation) or an Action (that forms a step of your workflow).

Create your Flow and pass data between connected apps.

To test the response, use the Mock data available.

You can monitor each Run that results from an enabled flow.

How to build Moxie workflows on Odin AI:

Sign in to your Odin Account.

Create a New Project.

Click on Automator on the left menu section. 

Click on Flows and then ‘+ New Flow

Search for Moxie and select it as either the Trigger (that initiates automation) or an Action (that forms a step of your workflow).

Create your Flow and pass data between connected apps.

To test the response, use the Mock data available.

You can monitor each Run that results from an enabled flow.

If you need support with Moxie, contact

For additional support, mail us at support@getodin.ai

© 2024 Copyright One Realm, Inc

© 2024 Copyright One Realm, Inc

© 2024 Copyright One Realm, Inc

© 2024 Copyright One Realm, Inc