Make a custom API call to a specific endpoint

custom_api_call

Authorization headers are injected automatically from your connection.

moxie_create_client

moxie_create_project

One of: Hourly, Fixed Price, Retainer, Per Item.

One of: None, Overview, Full access, or Read only.

moxie_create_task

email addresses of users in the workspace.

Exact match of a project that is owned by the client.


  To obtain your Moxie CRM token, follow these steps:

  1. Log in to your Moxie CRM account and click on **Workspace Settings** (Bottom left).
  2. Click on **Connected Apps** and navigate to **Integrations** tab.
  3. Now, under "Custom Integration", click on **Enable Custom Integration**.
  4. Copy **API Key** and **Base URL** and click on Save button.
  

moxie-crm

Moxie

moxie_trigger_client_created


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Client Created`** and click on **Save**.
        

Triggered when an existing client is deleted.

moxie_trigger_client_deleted


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Client Deleted`** and click on **Save**.
        

Triggered when a task is moved to client approval.

moxie_trigger_client_task_approval


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Client Task Approval`** and click on **Save**.
        

Another new task to build website and victory

Hourly Project

Triggered when an existing client is updated.

moxie_trigger_client_updated


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Client Updated`** and click on **Save**.
        

moxie_trigger_form_submitted


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Form Submitted`** and click on **Save**.
        

moxie_trigger_invoice_sent


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Invoice Sent`** and click on **Save**.
        

E164

moxie_trigger_meeting_cancelled


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Meeting Cancelled`** and click on **Save**.
        

Geoff Mina

Triggered when a new meeting is scheduled.

moxie_trigger_meeting_scheduled


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Meeting Scheduled`** and click on **Save**.
        

Triggered when an existing meeting is updated.

moxie_trigger_meeting_updated


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Meeting Updated`** and click on **Save**.
        

Triggered when a new pipeline opportunity is created.

moxie_trigger_opportunity_created


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Opportunity Created`** and click on **Save**.
        

New Opportunity

Triggered when an existing pipeline opportunity is deleted.

moxie_trigger_opportunity_deleted


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Opportunity Deleted`** and click on **Save**.
        

Triggered when an existing opportunity is updated.

moxie_trigger_opportunity_updated


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Opportunity Updated`** and click on **Save**.
        

moxie_trigger_payment_received


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Payment Received`** and click on **Save**.
        

Triggered when an existing project is completed.

moxie_trigger_project_completed


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Project Completed`** and click on **Save**.
        

Design & Development of Website

moxie_trigger_project_created


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Project Created`** and click on **Save**.
        

Triggered when an existing project is updated.

moxie_trigger_project_updated


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Project Updated`** and click on **Save**.
        

moxie_trigger_task_created


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Task Created`** and click on **Save**.
        

Triggered when an existing task is deleted.

moxie_trigger_task_deleted


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Task Deleted`** and click on **Save**.
        

Triggered when an existing task is updated.

moxie_trigger_task_updated


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Task Updated`** and click on **Save**.
        

Triggered when a new time entry is created.

moxie_trigger_time_entry_created


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Time Entry Created`** and click on **Save**.
        

Triggered when an existing time entry is deleted.

moxie_trigger_time_entry_deleted


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Time Entry Deleted`** and click on **Save**.
        

Triggered when an existing time entry is updated.

moxie_trigger_time_entry_updated


        - Go to the **Workspace Settngs -> Connected Apps -> Integration** section.
        - Under **Custom Integration** , click on **Add Rest Hook**.
        - Click on **Integrations** section.
        - In the endpoint field, paste the following URLs: 

          **Test URL (only generate sample data)**:
            ```text
            {{webhookUrl}}/test
            ```

          **Trigger Flow URL**:
            ```text
            {{webhookUrl}}
            ```

        - Select the event as **`Time Entry Updated`** and click on **Save**.
        

Moxie integration

Overview

Triggers

Moxie Trigger Invoice Sent

Moxie Trigger Task Created

Moxie Trigger Task Deleted

Moxie Trigger Task Updated

Moxie Trigger Client Created

Moxie Trigger Client Deleted

Moxie Trigger Client Updated

Moxie Trigger Form Submitted

Moxie Trigger Meeting Updated

Moxie Trigger Project Created

Moxie Trigger Project Updated

Moxie Trigger Payment Received

Moxie Trigger Meeting Cancelled

Moxie Trigger Meeting Scheduled

Moxie Trigger Project Completed

Moxie Trigger Time Entry Created

Moxie Trigger Time Entry Deleted

Moxie Trigger Time Entry Updated

Moxie Trigger Opportunity Created

Moxie Trigger Opportunity Deleted

Moxie Trigger Opportunity Updated

Moxie Trigger Client Task Approval

Actions

Custom Api Call

Moxie Create Task

Moxie Create Client

Moxie Create Project

Moxie integration

Overview

Triggers

Moxie Trigger Invoice SentTriggered when an invoice is sent.

Moxie Trigger Invoice Sent

Moxie Trigger Task CreatedTriggered when a new task is created.

Moxie Trigger Task Created

Moxie Trigger Task DeletedTriggered when an existing task is deleted.

Moxie Trigger Task Deleted

Moxie Trigger Task UpdatedTriggered when an existing task is updated.

Moxie Trigger Task Updated

Moxie Trigger Client CreatedTriggered when a new client is created.

Moxie Trigger Client Created

Moxie Trigger Client DeletedTriggered when an existing client is deleted.

Moxie Trigger Client Deleted

Moxie Trigger Client UpdatedTriggered when an existing client is updated.

Moxie Trigger Client Updated

Moxie Trigger Form SubmittedTriggered when a new form is submitted.

Moxie Trigger Form Submitted

Moxie Trigger Meeting UpdatedTriggered when an existing meeting is updated.

Moxie Trigger Meeting Updated

Moxie Trigger Project CreatedTriggered when a new project is created.

Moxie Trigger Project Created

Moxie Trigger Project UpdatedTriggered when an existing project is updated.

Moxie Trigger Project Updated

Moxie Trigger Payment ReceivedTriggered when a payment is received.

Moxie Trigger Payment Received

Moxie Trigger Meeting CancelledTriggered when a meeting is cancelled.

Moxie Trigger Meeting Cancelled

Moxie Trigger Meeting ScheduledTriggered when a new meeting is scheduled.

Moxie Trigger Meeting Scheduled

Moxie Trigger Project CompletedTriggered when an existing project is completed.

Moxie Trigger Project Completed

Moxie Trigger Time Entry CreatedTriggered when a new time entry is created.

Moxie Trigger Time Entry Created

Moxie Trigger Time Entry DeletedTriggered when an existing time entry is deleted.

Moxie Trigger Time Entry Deleted

Moxie Trigger Time Entry UpdatedTriggered when an existing time entry is updated.

Moxie Trigger Time Entry Updated

Moxie Trigger Opportunity CreatedTriggered when a new pipeline opportunity is created.

Moxie Trigger Opportunity Created

Moxie Trigger Opportunity DeletedTriggered when an existing pipeline opportunity is deleted.

Moxie Trigger Opportunity Deleted

Moxie Trigger Opportunity UpdatedTriggered when an existing opportunity is updated.

Moxie Trigger Opportunity Updated

Moxie Trigger Client Task ApprovalTriggered when a task is moved to client approval.

Moxie Trigger Client Task Approval

Actions

Custom Api CallMake a custom API call to a specific endpoint

Custom Api Call

Moxie Create TaskCreate a task in project.

Moxie Create Task

Moxie Create ClientCreate a new client record in moxie CRM.

Moxie Create Client

Moxie Create ProjectCreates a new project in moxie CRM.

Moxie Create Project