Moxie
CRM-Build für Freiberufler.
So läuft der Flow
Ein nativer Automat verbindet Moxie mit Anrufen, CRM und Run-History.
Was die Engine mitbringt
No-Code-Flows für Moxie: Trigger, KI-Steps, CRM und History in Famulor.
Trigger
Calls, Buchungen, Inbound-Webhooks, Zeitpläne und CRM-Events starten den Flow.
KI-Steps
Text erzeugen, Felder extrahieren, Bedingungen und Loops, direkt im Builder.
CRM & Apps
Native CRM-Aktionen plus 1000+ verbundene Apps über die Automationsplattform.
Verfügbare Aktionen
Aktionen, die Famulor in Moxie aus einem Automationslauf ausführt.
Create a Client
Create a new client record in moxie CRM.
Create a Project
Creates a new project in moxie CRM.
Create a Task
Create a task in project.
Custom API Call
Make a custom API call to a specific endpoint
Moxie
CRM build for the freelancers.
Verfügbare Auslöser
Ereignisse in Moxie, die einen nativen Famulor-Flow starten.
Client Created
Triggered when a new client is created.
Client Deleted
Triggered when an existing client is deleted.
Client Task Approval
Triggered when a task is moved to client approval.
Client Updated
Triggered when an existing client is updated.
Form Submitted
Triggered when a new form is submitted.
Invoice Sent
Triggered when an invoice is sent.
Meeting Cancelled
Triggered when a meeting is cancelled.
Meeting Scheduled
Triggered when a new meeting is scheduled.
Meeting Updated
Triggered when an existing meeting is updated.
Moxie
CRM build for the freelancers.
Opportunity Created
Triggered when a new pipeline opportunity is created.
Opportunity Deleted
Triggered when an existing pipeline opportunity is deleted.
Opportunity Updated
Triggered when an existing opportunity is updated.
Payment Received
Triggered when a payment is received.
Project Completed
Triggered when an existing project is completed.
Project Created
Triggered when a new project is created.
Project Updated
Triggered when an existing project is updated.
Task Created
Triggered when a new task is created.
Task Deleted
Triggered when an existing task is deleted.
Task Updated
Triggered when an existing task is updated.
Time Entry Created
Triggered when a new time entry is created.
Time Entry Deleted
Triggered when an existing time entry is deleted.
Time Entry Updated
Triggered when an existing time entry is updated.
In drei Schritten live
Moxie in der Automationsplattform verbinden.
1
Moxie-Konto verbinden
OAuth, API-Key oder MCP: Credentials bleiben verschlüsselt in der Connection.
2
Automation bauen
Trigger, KI-Steps und Moxie-Aktionen im visuellen Builder verknüpfen.
3
Testen und aktivieren
Dry-Run gegen Beispieldaten, dann aktivieren. Jeder Lauf landet in der History.
Moxie mit der nativen Engine verbinden?
Starte einen Automationslauf: Trigger, KI-Steps, CRM und Run-History, plus 1000+ weitere Apps.
Moxie FAQ
Häufige Fragen zur Moxie-Integration
Die Einrichtung dauert weniger als 5 Minuten. Verbinde dein Moxie-Konto, konfiguriere die Praeferenzen deines Sprachagenten und starte sofort mit der Automatisierung.