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Technical Reference

Moxie

CRM build for the freelancers.

CategorySales And Crm
Authenticationcustom
Version0.3.0
Published scopes0 published scopes
Last updatedSeptember 21, 2026

Overview

Connect Moxie with Flows360

CRM build for the freelancers.

Use the Moxie connector to include its declared actions and events in Flows360 workflows without duplicating the integration logic inside each consuming system. This pinned connector version currently exposes 12 actions and 22 triggers.

Available actions

  • Create a Client
  • Create a Contact
  • Create a Task
  • Create a Project
  • List Clients
  • Search Clients
  • Search Contacts
  • Search Projects
  • Plus 4 additional declared actions.

Available triggers

  • Client Created
  • Client Updated
  • Client Deleted
  • Project Created
  • Project Updated
  • Project Completed
  • Plus 16 additional declared triggers.

The capability list above is generated from the exact reviewed connector package so the public description stays aligned with the version Flows360 operates.

Technical guide

Technical reference

Package identity

  • Connector: Moxie
  • Package: @activepieces/piece-moxie-crm@0.3.0
  • Exact artifact digest: sha256:57569122d090bc8a137335a5e0968aeea9f0db24dae22572042acbd8436aa3e7
  • Runtime: Activepieces-compatible deterministic worker
  • Source: the exact reviewed Activepieces source

Authentication

CUSTOM AUTH. Connection values are tenant-specific and remain in the consuming Studio instance; CDK stores definitions and field metadata, not customer credential values.

Action contracts

  • Create a Client (moxie_create_client), Create a new client record in moxie CRM. Classification: read.
  • Create a Contact (moxie_create_contact), Create a new contact record in moxie CRM. Classification: read.
  • Create a Task (moxie_create_task), Create a task in project. Classification: read.
  • Create a Project (moxie_create_project), Creates a new project in moxie CRM. Classification: read.
  • List Clients (moxie_list_clients), Retrieve every client and prospect in the workspace. Classification: read.
  • Search Clients (moxie_search_clients), Find clients by name, contact email or contact full name. Classification: read.
  • Search Contacts (moxie_search_contacts), Find contacts by first name, last name or email. Classification: read.
  • Search Projects (moxie_search_projects), Find projects belonging to a client. Classification: read.
  • List Pipeline Stages (moxie_list_pipeline_stages), Retrieve the opportunity pipeline stages of the workspace. Classification: read.
  • List Workspace Users (moxie_list_workspace_users), Retrieve the users of the workspace and their access. Classification: read.
  • List Invoice Templates (moxie_list_invoice_templates), Retrieve the invoice template names of the workspace. Classification: read.
  • Custom API Call (custom_api_call), Make a custom API call to a specific endpoint Classification: read.

Trigger contracts

  • Client Created, webhook.
  • Client Updated, webhook.
  • Client Deleted, webhook.
  • Project Created, webhook.
  • Project Updated, webhook.
  • Project Completed, webhook.
  • Task Created, webhook.
  • Task Updated, webhook.
  • Task Deleted, webhook.
  • Client Task Approval, webhook.
  • Form Submitted, webhook.
  • Time Entry Created, webhook.
  • Time Entry Updated, webhook.
  • Time Entry Deleted, webhook.
  • Meeting Scheduled, webhook.
  • Meeting Updated, webhook.
  • Meeting Cancelled, webhook.
  • Opportunity Created, webhook.
  • Opportunity Updated, webhook.
  • Opportunity Deleted, webhook.
  • Invoice Sent, webhook.
  • Payment Received, webhook.

Verification

Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Capability summary

Authenticationcustom
Supported objects34
Supported actions12
Triggers22

Authentication

Authentication method: custom

Authentication profiles

connection · custom
  • API Key Required · protected credential
  • Base URL Required

Supported objects

ObjectReadWriteNotes
Create a Client Yes No Create a new client record in moxie CRM.
Create a Contact Yes No Create a new contact record in moxie CRM.
Create a Task Yes No Create a task in project.
Create a Project Yes No Creates a new project in moxie CRM.
List Clients Yes No Retrieve every client and prospect in the workspace.
Search Clients Yes No Find clients by name, contact email or contact full name.
Search Contacts Yes No Find contacts by first name, last name or email.
Search Projects Yes No Find projects belonging to a client.
List Pipeline Stages Yes No Retrieve the opportunity pipeline stages of the workspace.
List Workspace Users Yes No Retrieve the users of the workspace and their access.
List Invoice Templates Yes No Retrieve the invoice template names of the workspace.
Custom API Call Yes No Make a custom API call to a specific endpoint
Client Created Yes No webhook trigger declared by the pinned package.
Client Updated Yes No webhook trigger declared by the pinned package.
Client Deleted Yes No webhook trigger declared by the pinned package.
Project Created Yes No webhook trigger declared by the pinned package.
Project Updated Yes No webhook trigger declared by the pinned package.
Project Completed Yes No webhook trigger declared by the pinned package.
Task Created Yes No webhook trigger declared by the pinned package.
Task Updated Yes No webhook trigger declared by the pinned package.
Task Deleted Yes No webhook trigger declared by the pinned package.
Client Task Approval Yes No webhook trigger declared by the pinned package.
Form Submitted Yes No webhook trigger declared by the pinned package.
Time Entry Created Yes No webhook trigger declared by the pinned package.
Time Entry Updated Yes No webhook trigger declared by the pinned package.
Time Entry Deleted Yes No webhook trigger declared by the pinned package.
Meeting Scheduled Yes No webhook trigger declared by the pinned package.
Meeting Updated Yes No webhook trigger declared by the pinned package.
Meeting Cancelled Yes No webhook trigger declared by the pinned package.
Opportunity Created Yes No webhook trigger declared by the pinned package.
Opportunity Updated Yes No webhook trigger declared by the pinned package.
Opportunity Deleted Yes No webhook trigger declared by the pinned package.
Invoice Sent Yes No webhook trigger declared by the pinned package.
Payment Received Yes No webhook trigger declared by the pinned package.

Supported actions

Create a Client · Read

Create a new client record in moxie CRM.

moxie_create_client · Risk: low · Retry: safe

Inputs

  • name · string · Required
  • clientType · string · Required
  • initials · string · Optional
  • address1 · string · Optional
  • address2 · string · Optional
  • city · string · Optional
  • locality · string · Optional
  • postal · string · Optional
  • country · string · Optional, ISO 3166-1 alpha-2 country code
  • website · string · Optional
  • phone · string · Optional
  • color · string · Optional
  • taxId · string · Optional
  • leadSource · string · Optional
  • archive · boolean · Required
  • payInstructions · string · Optional
  • hourlyAmount · number · Optional
  • roundingIncrement · number · Optional
  • currency · string · Optional, Valid 3-Letter ISO 4217 currency code.
  • stripeClientId · string · Optional
  • notes · string · Optional
Create a Contact · Read

Create a new contact record in moxie CRM.

moxie_create_contact · Risk: low · Retry: safe

Inputs

  • first · string · Required
  • last · string · Required
  • email · string · Optional
  • phone · string · Optional
  • clientName · string · Optional, The client this contact belongs to.
  • defaultContact · boolean · Optional, Make this the primary contact for the client.
  • invoiceContact · boolean · Optional, Send invoices for the client to this contact.
  • portalAccess · boolean · Optional, Allow this contact to sign in to the client portal.
  • notes · string · Optional
Create a Task · Read

Create a task in project.

moxie_create_task · Risk: low · Retry: safe

Inputs

  • name · string · Required
  • clientName · string · Required, Exact match of a client name in your CRM
  • projectName · string · Required, Exact match of a project that is owned by the client.
  • status · string · Required
  • description · string · Optional
  • startDate · string · Optional, ISO 8601 format date i.e. 2023-07-20
  • dueDate · string · Optional, ISO 8601 format date i.e. 2023-07-20
  • priority · number · Optional, Numeric priority for sorting in kanban.
  • tasks · array · Optional
  • assignedTo · array · Optional, email addresses of users in the workspace.
  • customValues · object · Optional
Create a Project · Read

Creates a new project in moxie CRM.

moxie_create_project · Risk: low · Retry: safe

Inputs

  • name · string · Required
  • clientName · string · Required
  • startDate · string · Optional, Please enter date in YYYY-MM-DD format.
  • dueDate · string · Optional, Please enter date in YYYY-MM-DD format.
  • portalAccess · string · Required, One of: None, Overview, Full access, or Read only.
  • showTimeWorkedInPortal · boolean · Optional
  • feeType · string · Required, One of: Hourly, Fixed Price, Retainer, Per Item.
  • amount · number · Optional
  • estimateMax · number · Optional
  • estimateMin · number · Optional
  • taxable · boolean · Optional
List Clients · Read

Retrieve every client and prospect in the workspace.

moxie_list_clients · Risk: low · Retry: safe

Search Clients · Read

Find clients by name, contact email or contact full name.

moxie_search_clients · Risk: low · Retry: safe

Inputs

  • query · string · Required, Matches a client name or contact email that starts with this value, or a contact full name that contains it.
Search Contacts · Read

Find contacts by first name, last name or email.

moxie_search_contacts · Risk: low · Retry: safe

Inputs

  • query · string · Optional, Matches a contact first name, last name or email. Leave empty to return every contact.
Search Projects · Read

Find projects belonging to a client.

moxie_search_projects · Risk: low · Retry: safe

Inputs

  • query · string · Required, Client name whose projects should be returned.
List Pipeline Stages · Read

Retrieve the opportunity pipeline stages of the workspace.

moxie_list_pipeline_stages · Risk: low · Retry: safe

List Workspace Users · Read

Retrieve the users of the workspace and their access.

moxie_list_workspace_users · Risk: low · Retry: safe

List Invoice Templates · Read

Retrieve the invoice template names of the workspace.

moxie_list_invoice_templates · Risk: low · Retry: safe

Custom API Call · Read

Make a custom API call to a specific endpoint

custom_api_call · Risk: low · Retry: safe

Inputs

  • url · object · Required
  • method · string · Required
  • headers · object · Optional, Authorization headers are injected automatically from your connection.
  • queryParams · object · Optional, Appended to the URL as ?key=value.
  • body_type · string · Optional
  • body · object · Optional
  • response_is_binary · boolean · Optional, Enable for files like PDFs, images, etc.
  • failsafe · boolean · Optional, On a failed request, output the error instead of failing the step.
  • timeout · number · Optional, Seconds to wait for a response. Empty: up to the flow limit (10 min).
  • followRedirects · boolean · Optional, Follow 3xx redirects instead of returning them as the response.

Triggers

Client Created · Webhook

Triggered when a new client is created.

Inputs

  • md · string
Client Updated · Webhook

Triggered when an existing client is updated.

Inputs

  • md · string
Client Deleted · Webhook

Triggered when an existing client is deleted.

Inputs

  • md · string
Project Created · Webhook

Triggered when a new project is created.

Inputs

  • md · string
Project Updated · Webhook

Triggered when an existing project is updated.

Inputs

  • md · string
Project Completed · Webhook

Triggered when an existing project is completed.

Inputs

  • md · string
Task Created · Webhook

Triggered when a new task is created.

Inputs

  • md · string
Task Updated · Webhook

Triggered when an existing task is updated.

Inputs

  • md · string
Task Deleted · Webhook

Triggered when an existing task is deleted.

Inputs

  • md · string
Client Task Approval · Webhook

Triggered when a task is moved to client approval.

Inputs

  • md · string
Form Submitted · Webhook

Triggered when a new form is submitted.

Inputs

  • md · string
Time Entry Created · Webhook

Triggered when a new time entry is created.

Inputs

  • md · string
Time Entry Updated · Webhook

Triggered when an existing time entry is updated.

Inputs

  • md · string
Time Entry Deleted · Webhook

Triggered when an existing time entry is deleted.

Inputs

  • md · string
Meeting Scheduled · Webhook

Triggered when a new meeting is scheduled.

Inputs

  • md · string
Meeting Updated · Webhook

Triggered when an existing meeting is updated.

Inputs

  • md · string
Meeting Cancelled · Webhook

Triggered when a meeting is cancelled.

Inputs

  • md · string
Opportunity Created · Webhook

Triggered when a new pipeline opportunity is created.

Inputs

  • md · string
Opportunity Updated · Webhook

Triggered when an existing opportunity is updated.

Inputs

  • md · string
Opportunity Deleted · Webhook

Triggered when an existing pipeline opportunity is deleted.

Inputs

  • md · string
Invoice Sent · Webhook

Triggered when an invoice is sent.

Inputs

  • md · string
Payment Received · Webhook

Triggered when a payment is received.

Inputs

  • md · string

Setup

Setup

  1. Add the Moxie connector to the workflow in the target Flows360 Studio instance.
  2. Create or select the tenant-specific connection required by the connector. Connection secrets remain in the Studio connection boundary and are not copied into CDK documentation.
  3. Provide the connection fields declared by the pinned package:
  • API Key (apiKey), required; stored as a sensitive connection value.
  • Base URL (baseUrl), required.
  1. Select the required action or trigger and complete its declared input fields. Required and optional inputs are defined by the exact package schema.
  2. Test the workflow in the appropriate environment before enabling production scheduling or event delivery.

Limitations

Limitations and operational notes

  • This content describes @activepieces/piece-moxie-crm@0.3.0; provider behaviour can change independently and should be revalidated when the provider or connector version changes.
  • Only the 12 actions and 22 triggers declared by this pinned package are represented here.
  • Tenant credentials and connection values are not stored in the public connector record.
  • Provider-side permissions, account entitlements, quotas and rate limits remain subject to the connected provider account and are not inferred when the package does not declare them.
  • Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Troubleshooting

Why canu2019t the connector authenticate?

Check the tenant connection in Studio and confirm every required Moxie connection field is present. Re-authorise OAuth-based connections if the provider token or consent has expired. Do not place credential values in CDK content or logs.

Why is an action or trigger unavailable?

Confirm that the workflow is using @activepieces/piece-moxie-crm@0.3.0 and compare the requested capability with the declared action and trigger list for this version. A capability that is not declared by the pinned package should not be presented as supported.

What should I check after a provider-side change?

Revalidate authentication, required fields, action/trigger behaviour and provider documentation before publishing refreshed connector content or moving a new package version into production.

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