Moxie is a CRM built to keep freelancers organized with customizable automations and a forecast more accurate than the weatherman.
Available triggers
Triggers are the events that trigger the automation, All triggers run in real time, i,e, data is transferred in the moment the event occurs
- 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 Delete
- Project Completed
Available actions
Actions are what Albato performs when your automation is running, Actions also allow you to transfer data to other apps and systems
- Create Client
- Create Opportunity
- Create Time Worked
- Approve Deliverable
- Create Expense
- Create Form Submission
- Create & Optionally send Invoice
- Find a Client
Before setting up integrations with Moxie connect the app to Albato.
To do this, go to the Apps section and click the Add a connection button.
Select the app and click the Add a connection button.
Come up with a name for your connection.
Enter your API Key and Base URL.
Click the Continue button.
How to get API key
Sign in to your Moxie account.
Open the Workspace settings.
Open the Connected apps tab.
Go to the Integrations tab.
Expand the Custom Integration tab and copy your API Key and Base URL.
Paste these values into the Albato connection fields.
Click the Continue button.
Read the information and click the Got it button.
How to set up webhook
Copy the Albato webhook URL.
Go back to your Moxie account and click the Add REST hook button in the Custom Integration tab.
Choose the Event type from the drop-down list.
Paste the Albato webhook URL into the Endpoint field.
Click the Save button.
Similarly, you can add different types of webhooks that send events to Albato. It is recommended to specify all events.
The connection is ready!
