What is Zapier?
Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.
What should/can I automate with Zapier?
Tasks you have to do frequently. Example: Sending a weekly reminder to your team to fill out a meeting agenda.
Anything where you have to move information from one app to another. Example: Adding tasks from a project management app into your personal to-do list app.
Tasks that don't require much thinking. Example: Copying the emails of event attendees to a spreadsheet.
Activate Zapier with Moxie
Begin at your workspace settings then connected apps > integrations
Once the Zapier integration has been enabled, take note of your "API Key" and your "Platform" as you will need those values to authenticate within Zapier.
Open Zapier in a separate browser window and click on "My Apps". Choose the "Add Connection" option in the upper right corner and search for "Moxie."
Paste your API Key and Platform into the corresponding input fields and click "Yes, Continue".
That's it! Now you are ready to start adding Zaps.
Moxie features a rich set of triggers to let you know about all kinds of things that are happening within your Moxie account.
Clients: New Client Created, Updated, and Deleted
Invoices: Sent and Payment received
Proposals: Sent, Viewed, Signed
Projects: New Project Created, Updated, and Completed
Timers: Created, Updated, Deleted
Forms: Submitted by the Client
Scheduled meetings: Booked, Re-Scheduled, and Cancelled
There are also a number of key actions you can take from within Zapier that include:
Creating a new client
Creating and sending an invoice
Searching for a client by name or email
If you have any questions about the Moxie<> Zapier integration, please don't hesitate to click the help icon in the lower right corner and chat with one of our team members!
Happy Zap'ing.