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Moxie integrations

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

CATEGORIES
Project & Task Management
NICHES
Other
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Triggers and actions available for Moxie integration

triggers 16
New Client
New Client
Client Deleted
Client Deleted
Client Updated
Client Updated
Invoice Sent
Invoice Sent
actions 8
Create Client
Create Client
Create Opportunity
Create Opportunity
Create Time Worked
Create Time Worked
Approve Deliverable
Approve Deliverable

How it works

With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

  • 1

    Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

  • 2

    Select the app and event that will trigger your integration, or set up a schedule as you prefer.

  • 3

    Select the actions to be performed and the data you wish to send once your integration is started.

  • 4

    That's it, it's done

How to create the Moxie integration

Connect Moxie to Albato
All Available Triggers and Actions...
Discover 600+ Integration-Ready Apps
All Available Triggers and Actions...
  1. stepIcon

    Step 1: Connect Moxie to Albato

    The authorization process for Moxie in Albato is fast and secure. Just a few clicks and your application is connected to Albato.

  2. stepIcon

    Step 2: Choose one of 600+ applications to integrate with Moxie

    Pick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.

  3. stepIcon

    Step 3: Define the application and action after trigger activation

    Specify the application and the action that should take place after the trigger is activated. You can choose any number of actions – from sending a notification to creating a new record in a database.

  4. stepIcon

    Step 4: Configure the data transfer between applications

    Select the data that will be transferred from one application to another during the integration. You can adjust these parameters to suit your needs. That's it! Now you have more time to work on other important tasks.

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Frequently asked questions

What Moxie triggers are available for integration?

Initial event: New Client, Client Deleted, Client Updated, Invoice Sent, Opportunity Created, Opportunity Update, Opportunity Delete, Time Worked Created, Time Worked Updated, Time Worked Deleted, Proposal Signed, Proposal Viewed, New Project, Project Update, Project Deleted, Project Complete

What Moxie actions are available for integration?

Target actions: Create Client, Create Opportunity, Create Time Worked, Approve Deliverable, Create Expense, Create Form Submission, Create & Optionally send Invoice, Find a Client

How many apps are available for integration?

18 apps are available for integration with Moxie

How is the integration done?

Data transfer from Moxie is done via API.

How to activate a plan?

We offer you a 7-day free trial to set up the required integrations and test the platform. Our managers will help you set up your integrations in no time. Once the setup is done, you will be able to understand how many accounts and transactions you need.

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