Moxie

Connect Moxie with a Stripe account to accept payment and send invoices

Integrate Moxie with Stripe

Connect your PayPal account with Moxie for secure integrated invoice payments

Integrating Moxie with PayPal

Why connecting your Google calendar makes Moxie work even better for you.

Connecting your Google calendar

Why connecting your iCloud calendar helps get you organized.

Connecting your iCloud calendar

Why connecting your Microsoft calendar makes Moxie work even better.

Connecting your Microsoft calendar

Automatically add Zoom meetings to your Meeting Scheduler

Integrating Moxie with Zoom

Sync clients, invoices, payments, and expenses with QB Online

Integrating Moxie with QuickBooks Online

Automate your expense importing and tracking

Importing expenses with Plaid

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

Integrating Moxie with Zapier

Integrating Moxie with Pabbly Connect

Integrate Zoho Calendar using CalDav + App Password

Integrating Moxie with Zoho Calendar

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Geoff Mina

Michelle Lee

Integrate Moxie with PayPal, Quickbooks Online, Stripe, Zapier, and Zoom

Integrations

Make use of webhooks and public API functionality to extend the capabilities of Moxie.

Webhooks and Public API Overview

Configure webhooks for various events, customize security settings, and view logs

Webhook fundamentals

Enable your public api key, find your base workspace endpoint, send actions

Public API Fundamentals

Moxie Public IPs

Web-hooks & Public API

Definition of webhook events that are triggered on client objects

Client webhook events

Definition of webhook events that are triggered on invoice objects

Invoice webhook events

Definition of webhook events that are triggered when a form is submitted

Form webhook events

Definition of webhook events that are triggered on when (V2) agreements are sent, viewed, or signed

Agreement (V2) webhook events

Definition of webhook events that are triggered on when meetings are scheduled, updated, or cancelled

Scheduled meeting webhook events

Definition of webhook events that are triggered on when sales pipeline opportunities are created or modified

Pipeline opportunity webhook events

Definition of webhook events that are triggered when a project is created or modified

Project webhook events

Definition of webhook events that are triggered when a task is updated or modified

Project task webhook events

Definition of webhook events that are triggered when a time entry is created or modified

Time tracking webhook events

Definition of webhook events that are triggered on when legacy (V1) agreements are created or signed

Agreement (V1) webhook events

Definition of webhook events that are triggered on ticket objects

Ticket webhook events

Webhook Definitions

List Clients

Search clients by name or contact information

Search Clients

Search Contacts

Search Projects

Find invoices in the CRM that are currently in a payable state

Search Payable Invoices

Retrieve a list of all email template names in a workspace

List Email Templates

Returns a list of all invoice template names in the workspace

List Invoice Templates

List Vendor Names

List Form Names

List all stages and types in the Sales Pipeline

List Pipeline Stages

List of task stages in the project management module

List Project Task Stages

List all users and permissions in the Moxie workspace

List Workspace Users

Create Client

Create a contact record and optionally associate with a client

Create Contact

Create an invoice with line items which can utilize custom templates and emls

Create Invoice

Create an expense in your Moxie accounting records

Create Expense

Create an automated form submission with lead information and custom answers.

Create Form Submission

Create Project

Create a task in your project management system.

Create Task

External approval of a deliverable that is in Client Workflow status

Approve Deliverable

Create Ticket

Create Comment on Ticket

Create a new opportunity in your sales pipeline

Create Opportunity

Create a new time entry record in your workspace

Create Time Entry

Apply a payment to an open invoice within Moxie

Apply Payment to Invoice

Attach File - Multipart File Upload

Attach File - From URL

Create or update a calendar event in the Moxie Homebase calendar

Create or Update Calendar Event

Delete Calendar Event

Public API Endpoints

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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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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