Moxie

CRM build for the freelancers.

Connect it

In Keystile Automations → Connections → New connection, choose Moxie and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Moxie: delete calendar event (Delete a Moxie calendar event).

What it can do (49 actions)

Action	What it does	Changes data
Add Ticket Comment	Add a comment to a ticket.	Yes
Approve Task	Approve a task that is waiting for client approval.	Yes
Attach File from URL	Attach a file from a public URL to a client, project, task, opportunity, expense or ticket.	Yes
Create a Client	Create a new client record in moxie CRM.	Yes
Create a Contact	Create a new contact record in moxie CRM.	Yes
Create a Project	Creates a new project in moxie CRM.	Yes
Create a Task	Create a task in project.	Yes
Create Client	Creates a client or prospect in Moxie.	Yes
Create Contact	Creates a contact in Moxie, optionally under a client.	Yes
Create Expense	Record an expense, optionally billable to a client.	Yes
Create Invoice	Create an invoice with line items. It stays a draft unless you turn on Send Invoice.	Yes
Create Opportunity	Add a deal to the sales pipeline.	Yes
Create or Update Calendar Event	Create a Moxie calendar event, or update one by id.	Yes
Create Project	Creates a project for an existing Moxie client.	Yes
Create Task	Creates a task inside an existing Moxie project.	Yes
Create Ticket	Open a support ticket.	Yes
Custom API Call	Make a custom API call to a specific endpoint	Yes
Delete Calendar Event	Delete a Moxie calendar event.
Get Email Template	Get the subject and HTML content of an email template.
Get Workspace Account	Get the business name, address, tax id and currency of the workspace.
List Clients	Retrieve every client and prospect in the workspace.
List Email Templates	List the email templates of the workspace.
List Form Names	List the names of the lead and discovery forms.
List Invoice Templates	Retrieve the invoice template names of the workspace.
List Pipeline Stages	Retrieve the opportunity pipeline stages of the workspace.
List Project Types	List the project types with their task stages and custom fields.
List Task Stages	List the task stages of a project type.
List Tasks	List tasks, optionally filtered by project, client, stage or archived state.
List Tickets	List tickets, optionally filtered by client, open state or archived state.
List Vendors	List the vendor names of the workspace.
List Workspace Users	Retrieve the users of the workspace and their access.
Log Time	Log a time entry against a client, project and task.	Yes
Record Payment	Record a payment against an open invoice.	Yes
Search Agreements	List agreements (contracts), for one client or by id.
Search Clients	Find clients by name, phone, contact email or contact name, or look one up by id.
Search Contacts	Find contacts by first name, last name or email, or look one up by id.
Search Open Invoices	List outstanding invoices, for one client or by invoice id.
Search Projects	List a client's projects, look up one project by id, or list every project.
Search Tasks	Find tasks by name or description, or look one up by id.
Search Tickets	Find tickets by text, id or ticket number.
Submit Lead Form	Submit a Moxie lead or discovery form, which adds a lead to the pipeline.	Yes
Update Client	Update details of an existing client. Empty fields keep their current value.	Yes
Update Contact	Update details of an existing contact. Empty fields keep their current value.	Yes
Update Expense	Update fields on an existing expense.	Yes
Update Opportunity	Move a deal to another pipeline stage or update its details. Empty fields keep their current value.	Yes
Update Project	Update details of an existing project. Empty fields keep their current value.	Yes
Update Task	Update a task, move it to another stage or change its assignees. Empty fields keep their current value.	Yes
Update Ticket Status	Change the status of a ticket.	Yes
Upload Attachment	Upload a file and attach it to a client, project, task, opportunity, expense or ticket.	Yes

Start a workflow when… (32 triggers)

Client Created — Triggered when a new client is created.
Client Updated — Triggered when an existing client is updated.
Client Deleted — Triggered when an existing client is deleted.
Project Created — Triggered when a new project is created.
Project Updated — Triggered when an existing project is updated.
Project Completed — Triggered when an existing project is completed.
Task Created — Triggered when a new task is created.
Task Updated — Triggered when an existing task is updated.
Task Deleted — Triggered when an existing task is deleted.
Client Task Approval — Triggered when a task is moved to client approval.
Form Submitted — Triggered when a new form is submitted.
Time Entry Created — Triggered when a new time entry is created.
Time Entry Updated — Triggered when an existing time entry is updated.
Time Entry Deleted — Triggered when an existing time entry is deleted.
Meeting Scheduled — Triggered when a new meeting is scheduled.
Meeting Updated — Triggered when an existing meeting is updated.
Meeting Cancelled — Triggered when a meeting is cancelled.
Opportunity Created — Triggered when a new pipeline opportunity is created.
Opportunity Updated — Triggered when an existing opportunity is updated.
Opportunity Deleted — Triggered when an existing pipeline opportunity is deleted.
Invoice Sent — Triggered when an invoice is sent.
Payment Received — Triggered when a payment is received.
Invoice Voided — Triggered when a sent invoice is voided.
Invoice Written Off — Triggered when an invoice is written off.
Agreement Sent — Triggered when an agreement is sent to a client.
Agreement Viewed — Triggered when a client views an agreement.
Agreement Signed — Triggered when an agreement is signed.
Ticket Created — Triggered when a new support ticket is created.
Ticket Updated — Triggered when a ticket is updated.
Ticket Closed — Triggered when a ticket is closed.
Ticket Comment Added — Triggered when a comment is added to a ticket.
Ticket Deleted — Triggered when a ticket is deleted.

How Keystile protects it

Every Moxie action is checked before it runs, whether it comes from an AI tool or a workflow. 28 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Use Moxie with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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