Salesflare Salesflare Integrations

Moxie and Salesflare

CRM (Customer Relationship Management) withmoxie.com ↗

How to connect Moxie

What you can automate

  • When client Created in Moxie, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client Updated in Moxie, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When task Created in Moxie, create task in Salesflare.
  • When task Updated in Moxie, create task in Salesflare.
  • When form Completed in Moxie, find or create contact in Salesflare.
  • When meeting Updated in Moxie, create meeting, then create call in Salesflare.

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

Moxie operations on Zapier

Triggers (33)

Start a workflow when this happens

  • Agreement Sent — Triggers when a proposal is sent either via link or email.
  • Agreement Signed — Triggers when an agreement is accepted and signed with e-signature.
  • Agreement Viewed — Triggers when a user views the proposal.
  • Client Created — Triggers when a new client is created in Moxie.
  • Client Deleted — Triggers when a client record is deleted in Moxie.
Show 28 more triggers
  • Client Updated — Triggers when a client record is updated in Moxie.
  • Form Completed — Triggers when a form is completed.
  • Invoice Sent — Triggers when an invoice is sent in Moxie.
  • Meeting Cancelled — Triggers when a meeting is cancelled
  • Meeting Scheduled — Triggers when a new meeting is scheduled
  • Meeting Updated — Triggers when a meeting is updated or rescheduled
  • Opportunity Created — Triggered with a pipeline opportunity is created
  • Opportunity Deleted — Triggered with a pipeline opportunity is deleted
  • Opportunity Updated — Triggered with a pipeline opportunity is updated
  • Payment Received — Triggers when a payment is received either vial Stripe or manual entry.
  • Project Completed — Triggers when a project is set to "complete" in Moxie.
  • Project Created — Triggers when a new project is created in Moxie.
  • Project Updated — Triggers when the settings for a project are updated.
  • Proposal Sent — [DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
  • Proposal Signed — [DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
  • Proposal Viewed — [DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
  • Task Approval — Triggers when a new Deliverable is ready for client approval.
  • Task Created — Triggered when a Project Task is created
  • Task Deleted — Triggered when a Project Task is deleted
  • Task Updated — Triggered with a Project Task is updated.
  • Ticket Closed — Triggers and a support ticket is closed
  • Ticket Comment — Triggers when a comment is created on a ticket
  • Ticket Created — Triggers when a new support ticket is created
  • Ticket Deleted — Triggers when a support ticket is deleted
  • Ticket Updated — Triggers when a support ticket is updated
  • Time Worked Created — Triggers when a new time worked entry is created.
  • Time Worked Deleted — Triggers when a time worked record is deleted.
  • Time Worked Updated — Triggers when a time worked entry has been updated.

Actions (14)

Things Salesflare can make it do

  • Apply Payment — Apply payment to open invoice
  • Approve Task — Approve a task and move it from the Client Approval status to the next status in the Kanban
  • Create & Optionally Send Invoice — Create an invoice for a client and optionally send it via Hectic Mail.
  • Create Client — Creates a new client record in Hectic
  • Create Expense — Creates a new expense record in the Hectic accounting system.
Show 9 more actions
  • Create Form Submission — Creates a new form submission and adds the record to the inquiry section of SalesPipeline (pro only).
  • Create Opportunity — Create a new pipeline opportunity
  • Create Project — Create a project and optionally use a template
  • Create Task — Create a task in the project management system
  • Create Ticket — Create a Ticket for a client and contact
  • Create Ticket Comment — Adds a comment (public or private) to an existing ticket.
  • Create Time Worked — Creates a time worked entry
  • Create or Update Calendar Event — Create or update a calendar event in Moxie
  • Delete Calendar Event — Deletes a calendar event in Moxie by the external ID.

Searches (1)

Look up existing records

  • Find a Client — Finds a client by either name or contact email address.

Moxie operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Events — Gets instant notifications about new events.

Actions (13)

Things Salesflare can make it do

  • Apply a Payment to an Invoice — Applies a payment to an open invoice within Moxie.
  • Approve a Deliverable — Approves a deliverable that is in Client Workflow status.
  • Create a Client — Creates a new client record in the CRM.
  • Create a Contact — Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.
  • 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.
Show 8 more actions
  • Create a Project — Creates a new project in the Moxie CRM.
  • Create a Task — Creates a task in the project management system.
  • Create a Time Entry — Creates a new time entry record in the workspace.
  • Create a ticket — Creates a new ticket
  • Create an Expense — Creates an expense in the Moxie accounting records and optionally associates with a client and vendor record.
  • 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 an Opportunity — Creates a new opportunity in the sales pipeline.
  • Make an API Call — Performs an arbitrary authorized API call.

Searches (6)

Look up existing records

  • 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.
Show 1 more searches
  • Search Projects — Searches for active projects.

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