Integrate Clientjoy with Moxie to automate your work
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How Zapier works
Zapier makes it easy to integrate Clientjoy with Moxie - no code necessary. See how you can get setup in minutes.
Select a trigger from Clientjoy
Setup an action from Moxie
That’s it! You just connected Clientjoy to Moxie
Connect Clientjoy and Moxie to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect Clientjoy and Moxie to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- WorkspaceRequired
- StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Lead Email (optional)
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- Discount value
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Client's Title or Designation
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Lead Id (optional)
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Company
- Client's Title or Designation
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- Choose CurrencyRequired
- Deal Size
- Conversion Probablity (1-100)
- Client Website
- PrivacyRequired
- Last Contact Date
- Address
- City
- State
- Country
- Zip
- Choose Tags
- Internal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Field To Search ByRequired
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Agreement Viewed
Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Deleted
Triggers when a client record is deleted in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Created
Triggered when a Project Task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggered with a Project Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Cancelled
Triggers when a meeting is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Updated
Triggers when a meeting is updated or rescheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a new project is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Comment
Triggers when a comment is created on a ticket
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Deleted
Triggers when a support ticket is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Created
Triggers when a new time worked entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Updated
Triggers when a time worked entry has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Name
- Project NameRequired
- Deliverable NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client idRequired
- Due Date
- AmountRequired
- Description
- Note
- Send to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- Description
- Location
- BusyRequired
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Name
- Client Name
- Project NameRequired
- Start date
- Due date
- StageRequired
- Description
- Assigned to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Email
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
- First Name
- Last Name
- Lead Email (optional)
- Client's phone number
- Business Name
- Client Website
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- WorkspaceRequired
- Lead Email (optional)
- Clientjoy ID of Proposal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose CurrencyRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- PrivacyRequired
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Customer IdRequired
- Activity Name
- Lead Email (optional)
- Client's Title or Designation
- Client's phone number
- Client's Company
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Choose Tags
- Internal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Team member's email or Full nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Field To Search ByRequired
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose CurrencyRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- PrivacyRequired
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Created
Triggers when a new client is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Approval
Triggers when a new Deliverable is ready for client approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Sent
Triggers when an invoice is sent in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Scheduled
Triggers when a new meeting is scheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Created
Triggered with a pipeline opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggered with a pipeline opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Completed
Triggers when a project is set to "complete" in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when the settings for a project are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Closed
Triggers and a support ticket is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Created
Triggers when a new support ticket is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Updated
Triggers when a support ticket is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Deleted
Triggers when a time worked record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Name
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Client Website
- Client's phone number
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Name
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Lead Email (optional)
- Client's phone number
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Lead source
- Client Website
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Name
- Client Name
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Email
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start TimeRequired
- End TimeRequired
- Client Name
- Project NameRequired
- Deliverable NameRequired
- Note
- Create Client
- Create Project
- Create Deliverable
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment dateRequired
- AmountRequired
- Choose CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Note
- Vendor Name
- Client Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app