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Moxie integration

CRM build for the freelancers. Use Moxie from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withInvoice Sent
  2. ZoftAgent or workflow decides what happens next
  3. Then in MoxieCreate a Task
  4. AndCreate a Client
Illustrative flow built from Moxie’s real triggers and actions.

Zoft + Moxie

What Zoft can do with Moxie.

  • 01Voice agentsA phone agent can use Moxie actions such as Create a Task and Create a Client during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Moxie while it talks to the customer.
  • 03WorkflowsStart a workflow when “Invoice Sent” happens in Moxie, or use Moxie as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Moxie actions on its own, and ask for your approval before it sends or changes anything important.

Actions 4

Things Zoft can do in Moxie.

  • Custom API CallMake a custom API call to a specific endpoint
  • Create a TaskCreate a task in project.
  • Create a ClientCreate a new client record in moxie CRM.
  • Create a ProjectCreates a new project in moxie CRM.

Triggers 22

Events in Moxie that can start a workflow.

  • Invoice SentTriggered when an invoice is sent.
  • Task CreatedTriggered when a new task is created.
  • Task DeletedTriggered when an existing task is deleted.
  • Task UpdatedTriggered when an existing task is updated.
  • Client CreatedTriggered when a new client is created.
  • Client DeletedTriggered when an existing client is deleted.
  • Client UpdatedTriggered when an existing client is updated.
  • Form SubmittedTriggered when a new form is submitted.
  • Meeting UpdatedTriggered when an existing meeting is updated.
  • Project CreatedTriggered when a new project is created.
Show all 22
  • Project UpdatedTriggered when an existing project is updated.
  • Payment ReceivedTriggered when a payment is received.
  • Meeting CancelledTriggered when a meeting is cancelled.
  • Meeting ScheduledTriggered when a new meeting is scheduled.
  • Project CompletedTriggered when an existing project is completed.
  • Time Entry CreatedTriggered when a new time entry is created.
  • Time Entry DeletedTriggered when an existing time entry is deleted.
  • Time Entry UpdatedTriggered when an existing time entry is updated.
  • Opportunity CreatedTriggered when a new pipeline opportunity is created.
  • Opportunity DeletedTriggered when an existing pipeline opportunity is deleted.
  • Opportunity UpdatedTriggered when an existing opportunity is updated.
  • Client Task ApprovalTriggered when a task is moved to client approval.

Setup

Connect Moxie in three steps.

  1. 01ConnectChoose Moxie in Connections and enter the account details Moxie asks for, such as a store name or token.
  2. 02Put it to workAdd Moxie as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More sales and crm integrations.

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FAQ

Moxie on Zoft, answered.

What can Zoft do with Moxie?

Zoft supports 4 actions and 22 triggers for Moxie. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Moxie to Zoft?

Choose Moxie in Connections and enter the account details Moxie asks for, such as a store name or token.

Can a voice agent or chat agent use Moxie?

Yes. Once Moxie is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Moxie without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Moxie to work in your operation.

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