Moxie + Kitchen.co Integration

Create a new client record with optional contact included in the payload.

Create a new client.

Create an automated form submission with lead information and custom answers.

Create a new board.

Create a new contact record in your Moxie CRM and optionally associate the contact with a client record.

Create a new folder.

Create an expense in your Moxie accounting records and optionally associate with a client and vendor record.

Create a new conversation with a message

Create an invoice with line items which can utilize custom templates and emails.

Create a message inside a conversation

Create a new opportunity in your sales pipeline.

Create a milestones

Create a task in your project management system.

Create a list

Create a new project record in your Moxie CRM associated with a specific client.

Create a note inside a conversation

Create a new time entry record in your workspace.

Archive a board

Apply a payment to an open invoice within Moxie.

Moves a conversation to archive.

External approval of a deliverable that is in Client Workflow status.

Moves a folder to archive and it can be restored later

List all clients in your Moxie workspace

Archive a milestone

Search for client records in your Moxie CRM by name or contact information

Archive an invoice

Restore a board

Restore conversation from archive

Restore a folder from archive

Restore a milestone

Restore an invoice

Retrieve a board

Retrieve a client

Retrieves a conversation object

Retrieves a folder object

Retrieve a list

Retrieves a message object

Retrieve a milestone

Retrieves a note object

Retrieve an invoice

Update a board

Update a Client

Updates the specified conversation by setting the values of the parameters passed

Updates the specified folder by setting the values of the parameters passed

Update a list

Updates the specified message by setting the values of the parameters passed

Update a milestone

Updates the specified note by setting the values of the parameters passed

List all boards

List all clients

Returns a list of your conversations

Returns a list of your folders

List all invoices

List all lists

Returns a list of your messages

List all milestones

Returns a list of your notes

Create a new card.

Retrieve a card

Update a card

Toggle card completion

List all cards

Create a comment inside a card.

Update a comment inside a card.

Retrieves a comment object.

Returns a list of your comments.

List all templates

Retrieve a template

Creates a new template

Updates an existing template

Creates an invoice

Updates the details of an existing invoice

List all documents

Retrieve a specific document

Creates a new document

Updates the details of an existing document

Archive a document

Restores an archived document

Crestes a recurring invoice

Updates the details of an existing recurring invoice

List all the recurring invoices

Retrieves a recurring invoice

Creates an embed

Updates the specified embed by setting the values of the parameters passed

Returns a list of your embeds. The embeds are returned sorted by creation date, with the most recently created embeds appearing first

Retrieves an embed object

Moves an embed to archive. It can be restored later

Restores an archived embed