Integrate Moxie with Retently
Integrate Moxie to trigger NPS/CSAT surveys after project completion or client meetings, sync client profiles to keep feedback data updated, and use survey responses to enhance client relationship strategies.
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About Moxie
Moxie is a digital workspace that provides tools for managing and growing a freelancing business, including project management and client relations.
Moxie to Retently
Agreement Sent
Triggers when a proposal is sent either via link or email.Agreement Viewed
Triggers when a user views the proposal.Client Deleted
Triggers when a client record is deleted in Moxie.Task Created
Triggers when a Project Task is created.Task Updated
Triggers when a Project Task is updated.Form Completed
Triggers when a form is completed.Meeting Cancelled
Triggers when a meeting is cancelled.Meeting Updated
Triggers when a meeting is updated or rescheduled.Opportunity Deleted
Triggers when a pipeline opportunity is deleted.Payment Received
Triggers when a payment is received either via Stripe or manual entry.Project Created
Triggers when a new project is created in Moxie.Proposal Sent
Triggers when a proposal is sent either via link or email.Proposal Viewed
Triggers when a user views the proposal.Ticket Comment
Triggers when a comment is created on a ticket.Ticket Deleted
Triggers when a support ticket is deleted.Time Worked Created
Triggers when a new time worked entry is created.Time Worked Updated
Triggers when a time worked entry has been updated.Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.Client Created
Triggers when a new client is created in Moxie.Client Updated
Triggers when a client record is updated in Moxie.Task Deleted
Triggers when a Project Task is deleted.Task Approval
Triggers when a new Deliverable is ready for client approval.Invoice Sent
Triggers when an invoice is sent in Moxie.Meeting Scheduled
Triggers when a new meeting is scheduled.Opportunity Created
Triggers when a pipeline opportunity is created.Opportunity Updated
Triggers when a pipeline opportunity is updated.Project Completed
Triggers when a project is set to 'complete' in Moxie.Project Updated
Triggers when the settings for a project are updated.Proposal Signed
Triggers when a proposal is accepted and signed with e-signature.Ticket Closed
Triggers when a support ticket is closed.Ticket Created
Triggers when a new support ticket is created.Ticket Updated
Triggers when a support ticket is updated.Time Worked Deleted
Triggers when a time worked record is deleted.Retently to Moxie
Approve Task
Approves a task and moves it from the Client Approval status to the next status in the Kanban.Create & Optionally Send Invoice
Creates an invoice for a client and optionally sends it via Hectic Mail.Create or Update Calendar Event
Creates or updates a calendar event in Moxie.Create Task
Creates a task in the project management system.Create Ticket Comment
Adds a comment (public or private) to an existing ticket.Delete Calendar Event
Deletes a calendar event in Moxie by the external ID.Create Form Submission
Creates a new form submission and adds the record to the inquiry section of SalesPipeline.Apply Payment
Applies payment to an open invoice.Create Client
Creates a new client record in Hectic.Create Opportunity
Creates a new pipeline opportunity.Create Project
Creates a project and optionally uses a template.Create Ticket
Creates a Ticket for a client and contact.Create Time Worked
Creates a time worked entry.Create Expense
Creates a new expense record in the Hectic accounting system.Find a Client
Finds a client by either name or contact email address.
Alex Bitca
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