← Moxie

Create Client with Moxie API

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Create Client with the Moxie API
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Getting Started

Create a workflow to Create Client with the Moxie API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Client action
    1. Connect your Moxie account
    2. Configure Name
    3. Select a Type
    4. Select a Currency
    5. Optional- Configure First Name
    6. Optional- Configure Last Name
    7. Optional- Configure Email
    8. Optional- Configure Phone
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Client with Moxie API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Moxie
 
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Create Client with Moxie API on New Submission from Typeform API
Typeform + Moxie
 
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Create Client with Moxie API on Custom Events from Zoom API
Zoom + Moxie
 
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Create Client with Moxie API on New Submission (Instant) from Jotform API
Jotform + Moxie
 
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Create Client with Moxie API on New Scheduled Tasks from Pipedream API
Pipedream + Moxie
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Client on Moxie
Description:Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)
Version:0.0.1
Key:moxie-create-client

Code

import moxie from "../../moxie.app.mjs";
import currency from "currency-codes/data.js";

export default {
  key: "moxie-create-client",
  name: "Create Client",
  version: "0.0.1",
  description: "Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)",
  type: "action",
  props: {
    moxie,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the client",
    },
    clientType: {
      type: "string",
      label: "Type",
      description: "The type of client",
      options: [
        "Client",
        "Prospect",
      ],
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Valid [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code",
      default: "USD",
      async options() {
        return currency.map(({
          code: value, currency: label,
        }) => ({
          value,
          label,
        }));
      },
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the client's primary contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the client's primary contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the client's primary contact",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the client's primary contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
      clientType: this.clientType,
      currency: this.currency,
      contacts: [
        {
          firstName: this.firstName,
          lastName: this.lastName,
          email: this.email,
          phone: this.phone,
          defaultContact: true,
        },
      ],
    };

    const response = await this.moxie.createClient({
      data,
      $,
    });

    if (response.id) {
      $.export("$summary", `Successfully created client with ID ${response.id}.`);
    }
    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
MoxiemoxieappThis component uses the Moxie app.
Namenamestring

The name of the client

TypeclientTypestringSelect a value from the drop down menu:ClientProspect
CurrencycurrencystringSelect a value from the drop down menu.
First NamefirstNamestring

First name of the client's primary contact

Last NamelastNamestring

Last name of the client's primary contact

Emailemailstring

Email address of the client's primary contact

Phonephonestring

Phone number of the client's primary contact

Authentication

Moxie uses API keys for authentication. When you connect your Moxie account, Pipedream securely stores the keys so you can easily authenticate to Moxie APIs in both code and no-code steps.

To retrieve your API Key and Base URL,

  • Navigate to your Moxie account and sign in
  • Pull up the “Workspace settings” menu on the bottom left
  • Go to “Connected Apps” > “Integrations” > "Enable custom integrations"

About Moxie

Moxie is a set of stupid-good tools work for you. Features Client management Invoices Project management Time tracking Accounting Collaborators Proposals & more.

More Ways to Use Moxie

Triggers

New Client Added from the Moxie API

Emit new event when a new client is created.

 
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New Project Created from the Moxie API

Emit new event when a new project is created.

 
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Actions

Create Task with the Moxie API

Create a new task. See the documentation

 
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Search Contacts with the Moxie API

Searches contacts in your workspace. See the documentation

 
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