Connect Moxie and OkaySend to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Moxie with OkaySend - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Agreement Sent" from Moxie.

Add your action

An action happens after the trigger—such as "Create a Client" in OkaySend.

You’re connected!

Zapier seamlessly connects Moxie and OkaySend, automating your workflow.

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.

Agreement Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
Try It
Agreement Viewed
Triggers when a user views the proposal.
Trigger
Instant
Try It
Client Deleted
Triggers when a client record is deleted in Moxie.
Trigger
Instant
Try It
Task Created
Triggered when a Project Task is created
Trigger
Instant
Try It
Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
Try It

- Form ID
  Required
Trigger
Instant
Try It
Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
Try It

Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
Try It
Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
Instant
Try It
Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
Try It
Project Created
Triggers when a new project is created in Moxie.
Trigger
Instant
Try It
Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
Try It
Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Instant
Try It
Ticket Comment
Triggers when a comment is created on a ticket
Trigger
Instant
Try It
Ticket Deleted
Triggers when a support ticket is deleted
Trigger
Instant
Try It
Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
Try It
Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
Try It
- Client Name
- Project Name
  Required
- Deliverable Name
  Required
Action
Write
- Client id
  Required
- Due Date
- Amount
  Required
- Description
- Note
- Send to
Action
Write
- Event ID
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Name
  Required
- Description
- Location
- Busy
  Required
- User Email
Action
Write
- Client Name
  Required
- Client Name
- Project Name
  Required
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User Email
- Ticket Number
  Required
- Private Comment
  Required
- Comment
  Required
Action
Write
- Event ID
Action
Write
- Form Name
  Required
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Note
Action
Write
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
- Title
  Required
- Template
  Required
- Client Name
- Due Date
- Reminder Schedule
- Require client login?
  Required
Action
Write

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
Try It
Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
Try It
Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
Try It
Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
Try It
Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
Try It
Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
Try It
Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
Try It
Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
Try It
Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
Try It
Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
Try It
Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
Try It
Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
Try It
Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
Try It
Ticket Updated
Triggers when a support ticket is updated
Trigger
Instant
Try It
Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
Try It
- Invoice Number
  Required
- Client Name
- Payment date
  Required
- Amount
  Required
- Payment Type
- Reference Number
- Memo
Action
Write
- Client Name
  Required
- Record Type
  Required
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- Client Name
  Required
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Lead source
- Website
- Note
Action
Write
- Client Name
  Required
- Client Name
- Template Name
Action
Write
- User Email
- Ticket Type
  Required
- Subject
  Required
- Comment
  Required
- Due date
Action
Write
- Start Time
  Required
- End Time
  Required
- Client Name
- Project Name
  Required
- Deliverable Name
  Required
- Note
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Payment date
  Required
- Amount
  Required
- Currency
  Required
- Paid
  Required
- Reimbursable
  Required
- Markup Percentage
  Required
- Category
- Bill / Invoice Number
- Description
- Note
- Vendor Name
- Client Name
Action
Write
- Search Query
  Required
Action
Search
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Account ID
  Required
Trigger
Instant
Try It
- Client Name
  Required
- Email
- Phone
- Company name
- Account ID
  Required
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Moxie and OkaySend 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Moxie to OkaySend integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OkaySend

OkaySend simplifies the process of collecting documents and files from clients.

HelpHelp