--- title: Moxie slug: moxie description: How to integrate Moxie with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_moxie.png createdAt: 2025-12-11T04:11:22.023Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/moxie.png" alt="Moxie logo" caption size="50" width="512" height="512"} | Moxie is a customer engagement platform that provides proactive chat and guided digital experiences for websites. Integrating Moxie with Make.com enables automated handling of customer inquiries, chat sessions, and lead data across multiple business tools. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Moxie](https://www.withmoxie.com/contact) directly. ::: # Requirements To use the Moxie app in Make, you must have an active Moxie account and an API Key, [create your account on Moxie](https://www.withmoxie.com/). For subscription, refer to the [Moxie pricing page](https://www.withmoxie.com/). # Connect Moxie and Make To get started, you must first create a connection between Moxie and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Moxie account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Moxie account Before you create the connection in Make, you should first obtain your **API Key** in your Moxie account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Workspace settings**. ::: :::WorkflowBlockItem Click** Connected Apps**. ::: :::WorkflowBlockItem Click** Integrations**. ::: :::WorkflowBlockItem Click** Enable Custom Integration**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::WorkflowBlockItem Copy the** Base URL** displayed directly under the** API key**. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://help.withmoxie.com/en/articles/8154735-public-api-fundamentals) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Moxie module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Moxie modules After connecting to the Moxie app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Apply a Payment to an Invoice Applies a payment to an outstanding invoice in your Moxie account. ::: :::ExpandableHeading ### Approve a Deliverable Approves a deliverable that is currently marked as "Client Workflow" in the project process. ::: :::ExpandableHeading ### Create a Client Adds a new client profile to your CRM database. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your Moxie CRM and lets you link this contact to an existing client if desired. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create a Project Adds a new project record to your Moxie CRM account. ::: :::ExpandableHeading ### Create a Task Adds a new task to your selected project within the project management system. ::: :::ExpandableHeading ### Create a Time Entry Adds a new time entry to a specified workspace, recording the details of time spent on a task or project. ::: :::ExpandableHeading ### Create a ticket Creates a new support ticket in the system ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create an Invoice Adds a new invoice to your Moxie CRM, including the specified line items, and optionally sends the invoice to selected contacts using a pre-set email template. ::: :::ExpandableHeading ### Create an Opportunity Adds a new sales opportunity to your pipeline, allowing you to track and manage potential deals. ::: :::ExpandableHeading ### List Clients Retrieves a complete list of all clients currently stored in your Moxie workspace. ::: :::ExpandableHeading ### List Workspace Users Retrieves a complete list of users and their assigned permissions within your Moxie workspace. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Clients Finds clients based on their name or contact details, such as email address or phone number. ::: :::ExpandableHeading ### Search Contacts Finds contacts within your workspace based on their first name, last name, or email address. ::: :::ExpandableHeading ### Search Payable Invoices Searches for invoices within the CRM that are marked as ready to be paid. ::: :::ExpandableHeading ### Search Projects Finds and retrieves a list of currently active projects in your account. ::: :::ExpandableHeading ### Watch Events Retrieves real-time notifications whenever a new event occurs. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Moxie resources You can have access to more resources related to this app on the following links - [Moxie topics on Make community](https://community.make.com/search?q=Moxie) - [Moxie website](https://www.withmoxie.com/) - [Moxie API documentation](https://help.withmoxie.com/en/collections/5482059-web-hooks-public-api) - [Moxie page on make](https://www.make.com/en/integrations/moxie) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::