[ Vertrieb und CRM ]

Moxie Integration für eure Workflows.

Verbindet Moxie einmal mit Collabase und nutzt 45 Aktionen und 32 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.

Proof of Concept starten Gespräch vereinbaren

AnmeldungEigene Zugangsdaten

KategorieVertrieb und CRM

AktualisiertOktober 2026

LizenzOpen Source (MIT)

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Moxie in Collabase

Verbindet Moxie einmal mit Collabase und nutzt 45 Aktionen und 32 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.

[ Beschreibung des Dienstes (englisch) ]

CRM build for the freelancers.

So verbindet ihr es

Öffnet in den Einstellungen des Workspace die Integrationen.
Wählt Moxie und verbindet euer Konto.
Fügt im Workflow einen Auslöser oder eine Aktion hinzu.

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.

Auslöser von Moxie

Name	Beschreibung	Felder
Client CreatedSofort per Webhook	Triggered when a new client is created.	Markdown
Client UpdatedSofort per Webhook	Triggered when an existing client is updated.	Markdown
Client DeletedSofort per Webhook	Triggered when an existing client is deleted.	Markdown
Project CreatedSofort per Webhook	Triggered when a new project is created.	Markdown
Project UpdatedSofort per Webhook	Triggered when an existing project is updated.	Markdown
Project CompletedSofort per Webhook	Triggered when an existing project is completed.	Markdown
Task CreatedSofort per Webhook	Triggered when a new task is created.	Markdown
Task UpdatedSofort per Webhook	Triggered when an existing task is updated.	Markdown
Task DeletedSofort per Webhook	Triggered when an existing task is deleted.	Markdown
Client Task ApprovalSofort per Webhook	Triggered when a task is moved to client approval.	Markdown
Form SubmittedSofort per Webhook	Triggered when a new form is submitted.	Markdown
Time Entry CreatedSofort per Webhook	Triggered when a new time entry is created.	Markdown
Time Entry UpdatedSofort per Webhook	Triggered when an existing time entry is updated.	Markdown
Time Entry DeletedSofort per Webhook	Triggered when an existing time entry is deleted.	Markdown
Meeting ScheduledSofort per Webhook	Triggered when a new meeting is scheduled.	Markdown
Meeting UpdatedSofort per Webhook	Triggered when an existing meeting is updated.	Markdown
Meeting CancelledSofort per Webhook	Triggered when a meeting is cancelled.	Markdown
Opportunity CreatedSofort per Webhook	Triggered when a new pipeline opportunity is created.	Markdown
Opportunity UpdatedSofort per Webhook	Triggered when an existing opportunity is updated.	Markdown
Opportunity DeletedSofort per Webhook	Triggered when an existing pipeline opportunity is deleted.	Markdown
Invoice SentSofort per Webhook	Triggered when an invoice is sent.	Markdown
Payment ReceivedSofort per Webhook	Triggered when a payment is received.	Markdown
Invoice VoidedSofort per Webhook	Triggered when a sent invoice is voided.	Markdown
Invoice Written OffSofort per Webhook	Triggered when an invoice is written off.	Markdown
Agreement SentSofort per Webhook	Triggered when an agreement is sent to a client.	Markdown
Agreement ViewedSofort per Webhook	Triggered when a client views an agreement.	Markdown
Agreement SignedSofort per Webhook	Triggered when an agreement is signed.	Markdown
Ticket CreatedSofort per Webhook	Triggered when a new support ticket is created.	Markdown
Ticket UpdatedSofort per Webhook	Triggered when a ticket is updated.	Markdown
Ticket ClosedSofort per Webhook	Triggered when a ticket is closed.	Markdown
Ticket Comment AddedSofort per Webhook	Triggered when a comment is added to a ticket.	Markdown
Ticket DeletedSofort per Webhook	Triggered when a ticket is deleted.	Markdown

Aktionen von Moxie

Name	Beschreibung	Felder
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

[ Vertrieb und CRM ]

Fragen zu Moxie

Was kann ich mit Moxie in Collabase automatisieren?

Moxie bringt 45 Aktionen und 32 Auslöser mit, zum Beispiel Create a Client, Create a Contact, Create a Task, Create a Project und 41 weitere. Ihr setzt sie im Workflow ohne Code zusammen und kombiniert sie mit allen anderen Integrationen.

Wie verbinde ich Moxie mit Collabase?

Ihr öffnet die Integrationen in den Einstellungen des Workspace, wählt Moxie und verbindet euer Konto einmal, per eigene Zugangsdaten. Danach stehen alle Auslöser und Aktionen im Workflow bereit.

Kann Moxie einen Workflow starten?

Ja. Moxie stellt 32 Auslöser bereit, zum Beispiel Client Created, Client Updated, Client Deleted und 29 weitere. Der Workflow läuft, sobald das Ereignis eintritt.

Kostet die Moxie Integration extra?

Nein. Alle Integrationen sind in jeder Lizenz enthalten, in der Isolated Cloud wie im Self-Hosted-Betrieb. Es gibt keinen Modulpreis.

Prüfe es an deinen eigenen Inhalten. Ein Proof of Concept steht in wenigen Tagen.

Wir setzen eine Instanz mit deinen Inhalten auf, du prüfst sie an echten Abläufen. Im Erstgespräch klären wir Umfang, Betriebsmodell und Zeitplan.

Gespräch vereinbaren Proof of Concept starten