Create a new project record in your Moxie CRM with associated with a specific client.
Endpoint: /action/projects/create
Method: POST
Request Body (example):
{
"name": "",
"clientName": "",
"templateName": "",
"startDate": "2023-07-20",
"dueDate": "2023-07-20",
"portalAccess": "Full access",
"showTimeWorkedInPortal": true,
"feeSchedule": {
"feeType": "Hourly",
"amount": 0.00,
"retainerSchedule": "WEEKLY",
"estimateMax": 0,
"estimateMin": 0,
"retainerStart": "2023-07-20",
"retainerTiming": "ADVANCED",
"retainerOverageRate": 0.00,
"taxable": false
}
}
Properties that require further clarification:
name - Required - Project Name
clientName - Required - Exact match of a client record that exists in the CRM
templateName - Optional - the name of a template that should be used to create the project. All settings from the template including tasks will be generated.
portalAccess - Optional - One of: None, Overview, Full access, or Read only (default Read Only)
showTimeWorkedInPortal - Optional - is time worked on this project visible in client portal
feeSchedule - Required when not using Template - Monetization settings for the project
feeType - One of: Hourly, Fixed Price, Retainer, Per Item
retainerSchedule - The cadence of a Retainer project - One of: WEEKLY, BI_WEEKLY, MONTHLY, QUARTERLY, BI_ANNUALLY, ANNUALLY
retainerTiming - Either ADVANCED or ARREARS depending if you want to invoice for the period before or after the period starts/ends