Moxie

Connect Stripe, complete onboarding, and choose the payment methods clients can use on eligible invoices.

Integrate Moxie with Stripe

Connect a PayPal Business account through the supported partner onboarding flow.

Integrate Moxie with PayPal

Connect one or more Google accounts and choose which calendars Moxie displays and checks for conflicts.

Connect your Google Calendar

Connect iCloud with an app-specific password and choose the calendars Moxie should use.

Connect your iCloud Calendar

Connect Microsoft Calendar for Outlook events, conflict checks, and Microsoft Teams meeting links.

Connect your Microsoft Calendar

Connect Zoom and offer Zoom as a meeting location in Moxie scheduling links.

Integrate Moxie with Zoom

Connect QuickBooks Online and map the accounts Moxie uses for clients, invoices, payments, expenses, and taxes.

Integrate Moxie with QuickBooks Online

Connect a supported bank through Plaid and import transactions into Moxie expenses.

Import expenses with Plaid

Enable Zapier, protect its dedicated API key, and manage Moxie-powered Zaps.

Integrate Moxie with Zapier

Enable Pabbly Connect and use a dedicated Moxie key for Pabbly workflows.

Integrate Moxie with Pabbly Connect

Connect Zoho Calendar through Moxie’s standards-based CalDAV integration.

Integrate Moxie with Zoho Calendar

Reconnect Microsoft email and check tenant SMTP settings when Microsoft blocks sending.

Resolve Microsoft / Office 365 email connection errors

Geoff Mina

Michelle Lee

Connect calendars, payments, accounting, automation platforms, webhooks, and the Moxie Public API.

Integrations

Choose generated API documentation for requests and Moxie Help Center guidance for outbound webhooks.

Use webhooks and the Moxie Public API

Create authenticated HTTPS event webhooks and inspect recent delivery results in Moxie.

Configure event webhooks

Review the source IPs currently documented for Moxie SMTP, IMAP, and webhook traffic.

Allowlist Moxie public IP addresses

Build integrations with current webhook guidance and the generated Moxie Public API documentation.

Web-hooks &amp; Public API

Reference ClientCreate and ClientUpdate webhook payloads.

Client webhook events

Reference InvoiceSent and PaymentReceived webhook payloads.

Invoice webhook events

Reference the FormCompleted webhook payload.

Form webhook events

Reference AgreementSent and AgreementSigned webhook payloads.

Agreement webhook events

Reference meeting scheduled, updated, and cancelled webhook payloads.

Scheduled meeting webhook events

Reference OpportunityCreate and OpportunityUpdate webhook payloads.

Pipeline opportunity webhook events

Reference ProjectCreate and ProjectComplete webhook payloads.

Project webhook events

Reference DeliverableCreate and DeliverableUpdate task webhook payloads.

Project task webhook events

Reference time-entry create, update, and delete webhook payloads.

Time tracking webhook events

Reference legacy Proposal events emitted by existing V1 agreement webhooks.

Legacy agreement (V1) webhook events

Reference ticket create, update, close, and comment webhook payloads.

Ticket webhook events

Reference webhook event names and example JSON payloads.

Webhook Definitions

Use Moxie’s generated API documentation for current endpoints, schemas, authentication, and examples.

Open the Moxie Public API documentation

Manual endpoint articles are retired. Use https://api-docs.withmoxie.com/ for the current generated API reference.

Public API Endpoints

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Integrations

Web-hooks &amp; Public API

Web-hooks & Public API