Moxie

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

Geoff Mina

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 agreements are created or signed

Agreement 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

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 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

Public API Endpoints

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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