Moxie

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

Geoff Mina

Public API Endpoints

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Track the progress of all tickets related to your company.

Tickets portal.

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