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Integrating Moxie with Zapier
Integrating Moxie with Zapier

All you need to know about connecting and using Zapier with Moxie.

Geoff Mina avatar
Written by Geoff Mina
Updated over a week ago

What is Zapier?

Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.

What should/can I automate with Zapier?

  • Tasks you have to do frequently. Example: Sending a weekly reminder to your team to fill out a meeting agenda.

  • Anything where you have to move information from one app to another. Example: Adding tasks from a project management app into your personal to-do list app.

  • Tasks that don't require much thinking. Example: Copying the emails of event attendees to a spreadsheet.

Click here to learn more of the basics about how Zapier works and what you can do with it!

Activate Zapier with Moxie

Begin at your workspace settings then connected apps > integrations

Once the Zapier integration has been enabled, take note of your "API Key" and your "Platform" as you will need those values to authenticate within Zapier.

Open Zapier in a separate browser window and click on "My Apps". Choose the "Add Connection" option in the upper right corner and search for "Moxie."

Paste your API Key and Platform into the corresponding input fields and click "Yes, Continue".

That's it! Now you are ready to start adding Zaps.

Moxie features a rich set of triggers to let you know about all kinds of things that are happening within your Moxie account.

  • Clients: New Client Created, Updated, and Deleted

  • Invoices: Sent and Payment received

  • Proposals: Sent, Viewed, Signed

  • Projects: New Project Created, Updated, and Completed

  • Timers: Created, Updated, Deleted

  • Forms: Submitted by the Client

  • Scheduled meetings: Booked, Re-Scheduled, and Cancelled

There are also a number of key actions you can take from within Zapier that include:

  • Creating a new client

  • Creating and sending an invoice

  • Searching for a client by name or email

If you have any questions about the Moxie<> Zapier integration, please don't hesitate to click the help icon in the lower right corner and chat with one of our team members!

Happy Zap'ing.

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