[ Sales and CRM ]

Moxie integration for your workflows.

Connect Moxie to Collabase once and use 45 actions and 32 triggers in your workflows. No code needed, hosted in Switzerland.

Start a proof of concept Book a call

Sign-inCustom credentials

CategorySales and CRM

UpdatedOctober 2026

LicenceOpen source (MIT)

Back to the directory

Moxie in Collabase

Connect Moxie to Collabase once and use 45 actions and 32 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

CRM build for the freelancers.

How to connect it

Open the integrations in the workspace settings.
Choose Moxie and connect your account.
Add a trigger or an action to the workflow.

Log in to Moxie and click Workspace Settings (bottom left).
Open Connected Apps and go to the Integrations tab.
Under Custom Integration, click Enable Custom Integration.
Copy the API Key and the Base URL (it looks like https://pod01.withmoxie.com/api/public) and click Save.

Moxie triggers

Name	Description	Fields
Client CreatedInstant via webhook	Triggered when a new client is created.	Markdown
Client UpdatedInstant via webhook	Triggered when an existing client is updated.	Markdown
Client DeletedInstant via webhook	Triggered when an existing client is deleted.	Markdown
Project CreatedInstant via webhook	Triggered when a new project is created.	Markdown
Project UpdatedInstant via webhook	Triggered when an existing project is updated.	Markdown
Project CompletedInstant via webhook	Triggered when an existing project is completed.	Markdown
Task CreatedInstant via webhook	Triggered when a new task is created.	Markdown
Task UpdatedInstant via webhook	Triggered when an existing task is updated.	Markdown
Task DeletedInstant via webhook	Triggered when an existing task is deleted.	Markdown
Client Task ApprovalInstant via webhook	Triggered when a task is moved to client approval.	Markdown
Form SubmittedInstant via webhook	Triggered when a new form is submitted.	Markdown
Time Entry CreatedInstant via webhook	Triggered when a new time entry is created.	Markdown
Time Entry UpdatedInstant via webhook	Triggered when an existing time entry is updated.	Markdown
Time Entry DeletedInstant via webhook	Triggered when an existing time entry is deleted.	Markdown
Meeting ScheduledInstant via webhook	Triggered when a new meeting is scheduled.	Markdown
Meeting UpdatedInstant via webhook	Triggered when an existing meeting is updated.	Markdown
Meeting CancelledInstant via webhook	Triggered when a meeting is cancelled.	Markdown
Opportunity CreatedInstant via webhook	Triggered when a new pipeline opportunity is created.	Markdown
Opportunity UpdatedInstant via webhook	Triggered when an existing opportunity is updated.	Markdown
Opportunity DeletedInstant via webhook	Triggered when an existing pipeline opportunity is deleted.	Markdown
Invoice SentInstant via webhook	Triggered when an invoice is sent.	Markdown
Payment ReceivedInstant via webhook	Triggered when a payment is received.	Markdown
Invoice VoidedInstant via webhook	Triggered when a sent invoice is voided.	Markdown
Invoice Written OffInstant via webhook	Triggered when an invoice is written off.	Markdown
Agreement SentInstant via webhook	Triggered when an agreement is sent to a client.	Markdown
Agreement ViewedInstant via webhook	Triggered when a client views an agreement.	Markdown
Agreement SignedInstant via webhook	Triggered when an agreement is signed.	Markdown
Ticket CreatedInstant via webhook	Triggered when a new support ticket is created.	Markdown
Ticket UpdatedInstant via webhook	Triggered when a ticket is updated.	Markdown
Ticket ClosedInstant via webhook	Triggered when a ticket is closed.	Markdown
Ticket Comment AddedInstant via webhook	Triggered when a comment is added to a ticket.	Markdown
Ticket DeletedInstant via webhook	Triggered when a ticket is deleted.	Markdown

Moxie actions

Name	Description	Fields
Create a Client	Create a new client record in moxie CRM.	Name Client Type Initials Address 1 Address 2 City + 15 Locality Postal Country Website Phone Color Tax ID Lead Source Archive ? Pay Instructions Hourly Amount Rounding Increment Currency Stripe Client ID Notes
Create a Contact	Create a new contact record in moxie CRM.	First Name Last Name Email Phone Client Default Contact + 3 Invoice Contact Portal Access Notes
Create a Task	Create a task in project.	Name Client Name Project Name Status Description Start Date + 5 Due Date Priority Subtasks Assigned To Custom Values
Create a Project	Creates a new project in moxie CRM.	Project Name Client Start Date Due Date Client Portal Access Show time worked in portal ? + 7 Fee Type Amount Estimate maximum Amount Estimate minimum Amount Is amount taxable ? Project Template Custom Values
List Clients	Retrieve every client and prospect in the workspace.	0
Search Clients	Find clients by name, phone, contact email or contact name, or look one up by id.	Query Client ID
Search Contacts	Find contacts by first name, last name or email, or look one up by id.	Query Contact ID
Search Projects	List a client's projects, look up one project by id, or list every project.	Client Name Project ID
List Pipeline Stages	Retrieve the opportunity pipeline stages of the workspace.	0
List Workspace Users	Retrieve the users of the workspace and their access.	0
List Invoice Templates	Retrieve the invoice template names of the workspace.	0
Add Ticket Comment	Add a comment to a ticket.	Ticket Number Comment Author Email Private Note
Record Payment	Record a payment against an open invoice.	Client Invoice Amount Payment Date Payment Method Reference Number + 1 Memo
Approve Task	Approve a task that is waiting for client approval.	Client Name Project Name Task Name
Attach File from URL	Attach a file from a public URL to a client, project, task, opportunity, expense or ticket.	Attach To Record ID File URL File Name
Create Expense	Record an expense, optionally billable to a client.	Amount Vendor Client Expense Date Category Currency + 6 Paid Billable to Client Markup Percentage Bill or Receipt Number Description Notes
Submit Lead Form	Submit a Moxie lead or discovery form, which adds a lead to the pipeline.	Form Name First Name Last Name Email Phone Role + 14 Business Name Website Address Line 1 Address Line 2 City State or Region Postal Code Country Tax ID Source URL Lead Source Pipeline Stage Notes Answers
Create Invoice	Create an invoice with line items. It stays a draft unless you turn on Send Invoice.	Client Invoice Template Line Items Due Date Tax Rate Discount Percentage + 6 Payment Instructions Description Invoice Number Send Invoice Send To Contacts Email Template
Create Opportunity	Add a deal to the sales pipeline.	Opportunity Name Client Pipeline Stage Description Estimated Value Estimated Close Date + 1 Custom Values
Create or Update Calendar Event	Create a Moxie calendar event, or update one by id.	Event ID Start Time End Time Time Zone All Day Show as Busy + 4 Title Description Location Owner Email
Create Ticket	Open a support ticket.	Subject Comment Requester Email Ticket Type Due Date
Log Time	Log a time entry against a client, project and task.	Start Time End Time Client Project Task User + 1 Notes
Delete Calendar Event	Delete a Moxie calendar event.	Event ID
Get Email Template	Get the subject and HTML content of an email template.	Template ID
Get Workspace Account	Get the business name, address, tax id and currency of the workspace.	0
List Email Templates	List the email templates of the workspace.	0
List Form Names	List the names of the lead and discovery forms.	0
List Project Types	List the project types with their task stages and custom fields.	0
List Task Stages	List the task stages of a project type.	Project Type ID
List Tasks	List tasks, optionally filtered by project, client, stage or archived state.	Project ID Client ID Stage ID Archived
List Tickets	List tickets, optionally filtered by client, open state or archived state.	Client ID Open Archived
List Vendors	List the vendor names of the workspace.	0
Search Agreements	List agreements (contracts), for one client or by id.	Client ID Agreement ID
Search Open Invoices	List outstanding invoices, for one client or by invoice id.	Client Name Invoice ID
Search Tasks	Find tasks by name or description, or look one up by id.	Query Task ID
Search Tickets	Find tickets by text, id or ticket number.	Query Ticket ID Ticket Number
Update Client	Update details of an existing client. Empty fields keep their current value.	Client Name Client Type Initials Address Line 1 Address Line 2 + 16 City State or Region Postal Code Country Website Phone Colour Tax ID Lead Source Payment Instructions Hourly Rate Time Rounding Increment Currency Notes Archived Clear Fields
Update Contact	Update details of an existing contact. Empty fields keep their current value.	Contact First Name Last Name Role Email Phone + 7 Mobile Notes Default Contact Invoice Contact Portal Access Move to Client Clear Fields
Update Expense	Update fields on an existing expense.	Expense ID Amount Tax Rate Category Currency Paid + 10 Paid Date Due Date Billable to Client Markup Percentage Bill or Receipt Number Description Notes Client ID Project ID Clear Fields
Update Opportunity	Move a deal to another pipeline stage or update its details. Empty fields keep their current value.	Opportunity ID Move to Stage Client Name Description Estimated Value + 5 Estimated Close Date Actual Close Date Sentiment Archived Clear Fields
Update Project	Update details of an existing project. Empty fields keep their current value.	Client Project Name Description Start Date Due Date + 5 Active Client Portal Access Show Time Worked in Portal Colour Clear Fields
Update Task	Update a task, move it to another stage or change its assignees. Empty fields keep their current value.	Client Project Task Stage Assignees Name + 5 Description Priority Start Date Due Date Clear Fields
Update Ticket Status	Change the status of a ticket.	Ticket ID Ticket Number Status
Upload Attachment	Upload a file and attach it to a client, project, task, opportunity, expense or ticket.	Attach To Record ID File
Custom API Call	Make a custom API call to a specific endpoint	Method Headers Query Parameters Body Type Body Response is Binary + 3 Return Error as Output Timeout Follow redirects

[ Sales and CRM ]

Related integrations

All integrations

Tools that often share a workflow.

Questions about Moxie

What can I automate with Moxie in Collabase?

Moxie brings 45 actions and 32 triggers, for example Create a Client, Create a Contact, Create a Task, Create a Project and 41 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect Moxie to Collabase?

You open the integrations in the workspace settings, choose Moxie and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.

Can Moxie start a workflow?

Yes. Moxie provides 32 triggers, for example Client Created, Client Updated, Client Deleted and 29 more. The workflow runs as soon as the event happens.

Does the Moxie integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

Book a conversation Start a proof of concept