Moxie
CRM build for the freelancers.
Triggers
(22)Client Created
Triggered when a new client is created.
Client Updated
Triggered when an existing client is updated.
Client Deleted
Triggered when an existing client is deleted.
Project Created
Triggered when a new project is created.
Project Updated
Triggered when an existing project is updated.
Project Completed
Triggered when an existing project is completed.
Task Created
Triggered when a new task is created.
Task Updated
Triggered when an existing task is updated.
Task Deleted
Triggered when an existing task is deleted.
Client Task Approval
Triggered when a task is moved to client approval.
Form Submitted
Triggered when a new form is submitted.
Time Entry Created
Triggered when a new time entry is created.
Time Entry Updated
Triggered when an existing time entry is updated.
Time Entry Deleted
Triggered when an existing time entry is deleted.
Meeting Scheduled
Triggered when a new meeting is scheduled.
Meeting Updated
Triggered when an existing meeting is updated.
Meeting Cancelled
Triggered when a meeting is cancelled.
Opportunity Created
Triggered when a new pipeline opportunity is created.
Opportunity Updated
Triggered when an existing opportunity is updated.
Opportunity Deleted
Triggered when an existing pipeline opportunity is deleted.
Invoice Sent
Triggered when an invoice is sent.
Payment Received
Triggered when a payment is received.
Actions
(4)Create a Client
Create a new client record in moxie CRM.
Create a Task
Create a task in project.
Create a Project
Creates a new project in moxie CRM.
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Moxie
Action
Create Module Record
in Coherence
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