Moxie

moxie is an all in one platform for freelancers to manage clients, projects, invoicing, contracts, and communications integrating moxie with make com enables automated workflows for client onboarding, invoice management, and project updates directly within freelancers’ business processes this is ai generated content based on official moxie documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www withmoxie com/contact directly requirements to use the moxie app in make, you must have an active account with access to workspace settings and an enabled api key, https //www withmoxie com/ for subscription, refer to the https //www withmoxie com/ connect moxie and {{product name}} to get started, you must first create a connection between moxie and {{product name}} , allowing the two services to communicate obtain your api key in your moxie account create the connection in make obtain your api key in your moxie account before you create the connection in {{product name}} , you should first obtain your api key in your moxie account to obtain your api key navigate to workspace settings click connected apps click integrations click enable custom integration copy the api key displayed under custom integration copy the base url displayed directly under the api key you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help withmoxie com/en/articles/8154735 public api fundamentals create the connection in {{product name}} https //www make com/en/register , add the moxie module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your moxie account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page moxie modules after connecting to the moxie app, you can choose from a list of available modules to build your {{scenario plural lowercase}} apply a payment to an invoice applies a specified payment amount to an outstanding invoice in your moxie account approve a deliverable approves a deliverable that is currently in the "client workflow" status, moving it forward in the approval process create a client adds a new client profile to your crm database create a contact adds a new contact to your moxie crm and, if desired, links that contact to an existing client profile create a form submission creates a new form submission in moxie crm, with the option to link it to a specific form template or generate a new opportunity within the sales pipeline create a project creates a brand new project record within your moxie crm account create a task creates a new task within your selected project in the project management system create a time entry creates a new time tracking entry within the specified workspace create a ticket creates a new support ticket in the connected system create an expense creates a new expense entry in moxie's accounting system, with the option to link it to specific client and vendor records create an invoice generates a new invoice in moxie crm using the provided line items, with the option to automatically send the invoice via a selected email template to specified contacts create an opportunity adds a new sales opportunity to your pipeline, allowing you to track and manage potential deals list clients retrieves a complete list of all clients currently stored in your moxie workspace list workspace users retrieves a complete list of users along with their assigned permissions within your moxie workspace make an api call executes a custom api request to the connected service using your authorized credentials search clients finds clients based on their name or specific contact details such as email address or phone number search contacts finds contacts within your workspace by searching for their first name, last name, or email address search payable invoices searches for invoices within the crm that are marked as ready to be paid search projects finds and retrieves a list of currently active projects watch events retrieves real time notifications whenever a new event is created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} moxie resources you can have access to more resources related to this app on the following links https //community make com/search?q=moxie https //www withmoxie com/ https //help withmoxie com/en/collections/5482059 web hooks public api https //www make com/en/integrations/moxie