Moxie
CRM build for the freelancers.
How the flow runs
A native automation connects Moxie to calls, CRM and run history.
What the engine includes
No-code flows for Moxie: triggers, AI steps, CRM and history in Famulor.
Triggers
Calls, bookings, inbound webhooks, schedules and CRM events start the flow.
AI steps
Generate text, extract fields, branch and loop, inside the builder.
CRM & apps
Native CRM actions plus 1000+ connected apps on the automation platform.
Available actions
Actions Famulor can run in Moxie from an automation run.
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.
Available triggers
Events in Moxie that start a native Famulor flow.
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.
Live in three steps
Connect Moxie in the automation platform.
1
Connect your Moxie account
OAuth, API key or MCP: credentials stay encrypted on the connection.
2
Build the automation
Wire triggers, AI steps and Moxie actions in the visual builder.
3
Test and activate
Dry-run against sample data, then activate. Every run lands in history.
Ready to connect Moxie to the native engine?
Start an automation run: triggers, AI steps, CRM and run history, plus 1000+ more apps.
Moxie FAQ
Frequently asked questions about the Moxie integration
Setup takes less than 5 minutes. Connect your Moxie account, configure your voice agent preferences, and start automating your phone calls immediately.