List all clients in your Moxie workspace

Search for clients by name or contact information

Create a new client in Moxie CRM

Search for contacts in your Moxie workspace

Create a new contact associated with a client

Search for projects in your Moxie workspace, optionally filtered by client name

Create a new project in Moxie CRM

Update an existing project in Moxie CRM

List all available project task stages in your workspace

Create a new task/deliverable in a project

Approve a deliverable/task in a project

Search for payable invoices in your Moxie workspace

Create a new invoice in Moxie CRM. If sendTo is not provided, the invoice will be created as a draft.

Apply a payment to an existing invoice

Create a new expense record in Moxie

Create a time entry to track work. Can optionally auto-create client, project, or deliverable if they don't exist.

List all pipeline stages for opportunities in your workspace

Create a new sales opportunity in the pipeline. Note: This endpoint (/action/opportunities/create) may not be officially documented. The official way to create opportunities is via form submissions with a pipelineStageName using create_form_submission.

Create a new support ticket in your workspace

Add a comment to an existing ticket

List all available form names in your workspace

Create a new form submission with lead information and custom answers. Can optionally create a pipeline opportunity by providing pipelineStageName.

Attach a file to a Moxie record by providing a URL. The file will be downloaded and attached.

Create a new calendar event

Update an existing calendar event

Delete a calendar event

List all email templates in your workspace

List all invoice templates in your workspace

List all vendor names for expense tracking

List all users in your Moxie workspace